Jeffrey Hansen
Jeffrey Hansen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Okemos, MI, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2277 Science Pkwy Suite 7, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including real estate investment and rental properties, and operates a DBA for his LPL business, Summit Financial Planning, which takes nearly full-time hours. He also sells group life, health, vision, dental, short, and long-term disability insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Summit Financial Consulting LLC
Sigma Financial CorporationBroker
Spc
Fsc Securities Corporation
Fsc Securities CorporationBroker
Spc
Sigma Financial CorporationBroker
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Independence One Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Centennial Financial Services, INC.Broker
State Registrations7 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.