Lake Forest Park, WA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

Lake Forest Park WA

Advisors at this office

2

Advisors at this office

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James H

Series 63, Series 66

Lake Forest Park, WA

OSAIC

James Hansen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes long-term roles at Kms Financial Services, Inc. and Securities America Advisors, Inc. He also has over four decades with Travelers Insurance Company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin H

Series 63, Series 66

Lake Forest Park, WA

OSAIC

Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services Inc. He also operates a side business under the name Ravenna Capital Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers and employs various tools and third-party platforms to construct and manage client portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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