Gregory Hanson
Gregory Hanson is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lewisville, TX, with 36 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2681 MacArthur Blvd Ste 306, Lewisville, TX, 75067
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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 Activities
Gregory owns commercial real estate since 2019 and another business since 2009. The real estate activity is investment-related, while the other business is not, taking about 10-20% of Gregory's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Marquette Financial Group, INC.
Marquette Financial Group, INC.Broker
Essex National Securities, INC.Broker
Wells Fargo Securities INC.Broker
Rushmore Securities CorporationBroker
Brokers Transaction Services, INC.Broker
Invest Financial CorporationBroker
Gna Securities, INC.Broker
State Registrations15 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.