Karen Hansen
Karen Hansen is a registered investment advisor at Osaic Wealth, INC., based in Anchorage, AK, with 34 years of industry experience. Karen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1600 A Street #310, Anchorage, AK, 99501
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2006Customer Dispute
April 2006Customer Dispute
October 2003Customer Dispute
March 2001Regulatory
April 2000Other Business ActivitiesSells Insurance
Karen sells traditional products through various companies and is the owner of that business since 1991, dedicating minimal time. She is also involved with the AK Democratic Party and Progress Alaska as a committee/board member, and owns rental property, each requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations25 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.