Dyanne Ross-Hanson
Dyanne Ross-Hanson is a CFP, ChFC-designated registered investment advisor at E-Wealth Partners, based in Minnetonka, MN, with 43 years of industry experience. Dyanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E-Wealth Partners manages investment portfolios for an annual fee that can be up to 2% of the value of your investments. This fee is negotiable and paid quarterly in advance. The fee is calculated based on the value of your account at the end of each quarter. If you end your relationship with E-Wealth, you'll receive a refund for any unearned portion of the fee.
Location
12301 Whitewater Dr., Suite 40, Minnetonka, MN, 55343
Get directionsHistory
Regulatory History (2)
Regulatory
November 2005Employment Separation After Allegations
August 2005Other Business ActivitiesSells Insurance
Dyanne is the Founder and President of Exit Planning Strategies, LLC, providing exit planning consulting for business owners since 2005. This takes nearly full-time hours and includes insurance applications.
Employment History
Current Registrations
E-Wealth Partners
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Consolidated Resources, INC.Broker
Fdi Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.