RH
RH

Randall Hanson

34 Years of Experience
Warrenville, IL
1 DisclosureBrokerSells Insurance

Randall Hanson is a registered investment advisor at Osaic Wealth, INC., based in Warrenville, IL, with 34 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

Loading...

Location

27575 Ferry Road, Ste 101, Warrenville, IL, 60555

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1993
Final
Other Business ActivitiesSells Insurance

Randall sells traditional life insurance and fixed annuities as an insurance agent with Forty Four Financial since 1991, dedicating a few hours per week to this activity. He is also a business owner of Forty Four Financial, LLC, working as a financial advisor full-time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2006 - January 2024 · 17 yrs 10 mos
Woodbury Financial Services, INC.Broker
July 1991 - January 2024 · 32 yrs 6 mos
State Registrations27 states
ARAZCACOCTFLGAHIIAILINKYMEMIMNMONCNVNYOHOKSCTNTXVAWAWI
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.