Walter Hansch
Walter Hansch is a registered investment advisor at Independent Financial Group, LLC, based in Solana Beach, CA, with 39 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
Solana Beach, CA
Get directionsHistory
Regulatory History (6)
Financial
January 2022Financial
November 2019Judgment / Lien
May 2019Judgment / Lien
November 2017Judgment / Lien
March 2014Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Walter is a real estate agent and insurance agent since 1986, dedicating minimal time to each. He also owns 50% of Hansch Financial Group for marketing purposes and provides tax planning consulting services.
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 Securities CORP.
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
Mutual Benefit Financial Service CompanyBroker
State Registrations9 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.