Kevin Hansley
Kevin Hansley is a CFP-designated registered investment advisor at Vantage Financial Group, INC., based in Stamford, CT, with 38 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 2,521 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Clients may alternatively elect a flat asset-based fee of up to 2.25% annually as negotiated on a case-by-case basis. Fees are negotiable.
Fee Estimator
Location
1266 E Main St., Suite 700R, Stamford, CT, 06902
Get directionsHistory
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
Kevin is an insurance agent selling various fixed insurance products, including life, accident, health, disability, and long-term care, dedicating a few hours per week. He is also an advisory representative for Vantage Financial Group, Inc., focusing on asset management, which takes about a quarter of his time. Additionally, Kevin is president of the Villa Del Lago condo association, spending minimal time, and owns a rental property.
Employment History
Current Registrations
Vantage Financial Group, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
American Financial Management Group, LTD.
Ifg Russell Advisors INC
Walnut Street Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations11 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.
Exams
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