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Charles Hanson

37 Years of Experience
Seattle, WA
Broker

Charles Hanson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

925 Fourth Ave Ste 3600, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Mcadams Wright Ragen, INC.
March 2002 - November 2014 · 12 yrs 8 mos
Mcadams Wright Ragen, INC.Broker
January 2002 - November 2014 · 12 yrs 10 mos
Wells Fargo Investments, LLCBroker
January 1996 - January 2002 · 6 yrs
Ragen Mackenzie IncorporatedBroker
November 1995 - December 1995 · 1 mo
D.E. Frey & Company, INC.Broker
July 1993 - November 1995 · 2 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1990 - October 1992 · 2 yrs 9 mos
Dean Witter Reynolds INC.Broker
March 1988 - February 1990 · 1 yr 11 mos
State Registrations34 states
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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.
Charles Hanson - Financial Advisor | TrueAdvisor