Mark Hansen
Mark Hansen is a CFP, ChFC-designated registered investment advisor at Hansen & Associates Financial Group INC., based in Roseville, CA, with 34 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 556 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hansen & Associates Financial Group manages investment portfolios for clients, using exchange traded funds and other securities. The annual fee for managing your investments ranges from 0.80% to 2.60% of the value of your portfolio. The specific fee will be outlined in your agreement.
Location
2271 Lava Ridge Court, Suite 195, Roseville, CA, 94661
Get directionsHistory
Regulatory History (7)
Customer Dispute
October 2018Customer Dispute
June 2018Customer Dispute
June 2012Customer Dispute
May 2012Employment Separation After Allegations
April 2010Customer Dispute
July 2009Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Mark co-owns a bakery with his wife and keeps accounting records for the business, occasionally working in the shop. He is also an insurance agent/broker, spending a few hours per week on this activity, and a joint owner of out-of-state investment properties, dedicating minimal time to overseeing them. Mark is also Vice Chairman of Adapt 2, LLC, an investment-related oil lease company, spending a few hours per month on this activity.
Employment History
Current Registrations
Hansen & Associates Financial Group INC.
Previous Registrations
Hansen & Frontiera Financial Group, INC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Monarch Securities, INC.Broker
State Registrations2 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.