Blair Hansen
Blair Hansen is a registered investment advisor at Osaic Wealth, INC., based in San Jose, CA, with 44 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1550 the Alameda #300, San Jose, CA, 95126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blair is an insurance agent with Hansen Wealth Management, using third-party insurance vendors as needed, and a principal with Securities America Advisors, managing client assets. Blair dedicates minimal time to insurance activities and about a quarter of their time to asset management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
The Planners Network, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.Broker
Sutro & CO. IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations31 states
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.