KH
KH
Kevin Hansen
43 Years of Experience
Bellevue, WA
1 DisclosureBroker
Kevin Hansen is a registered investment advisor at UBS Financial Services INC., based in Bellevue, WA, with 43 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
225 108th Avenue NE, Suite 800, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2006Denied
Employment History
Current Registrations
UBS Financial Services INC.Broker
May 2011 - Present · 15 yrs 5 mos
UBS Financial Services INC.
May 2011 - Present · 15 yrs 5 mos
UBS Financial Services INC.
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
February 1992 - June 2009 · 17 yrs 4 mos
Citigroup Global Markets INC.Broker
January 1985 - June 2009 · 24 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1983 - January 1985 · 1 yr 9 mos
State Registrations20 states
AKALAZCACOGAIDILKYMNMTNCNMNVNYORSCTXVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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