David Hansch
David Hansch is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Juan Capistrano, CA, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
San Juan Capistrano, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
David is a 50% owner of Hansch Financial Group, a DBA used for marketing securities and advisory services, taking up nearly all of his time. He also serves on investment committees for the Grand Lodge Free and Accepted Masons of CA and the Saddleback Laguna Masonic Lodge, and is a CA insurance agent offering various types of insurance products.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hansch Financial Group, LLC
Hansch Financial Group, LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Bma Financial Services, INC.Broker
Financial Advisory Clinic Investments, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations5 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.