BH
CFP · ChFC
BH
CFP · ChFC

Brian Hensen

33 Years of Experience
Madison, WI
BrokerSells Insurance

Brian Hensen is a CFP, ChFC-designated registered investment advisor, based in Madison, WI, with 33 years of industry experience.

Location

2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is involved in several outside business activities. He volunteers with 100 Men of Dane County, owns Lost Grove LLC, works as an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, owns Hensen Enterprises LLC to manage advisory fees, and works as a financial professional for North Star Resource Group.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2007 - August 2023 · 16 yrs 1 mo
Cri Securities, LLC
November 2003 - October 2021 · 17 yrs 11 mos
Marathon Advisors, INC
November 1992 - December 2007 · 15 yrs 1 mo
Securian Financial Services, INC.Broker
September 1992 - August 2023 · 30 yrs 11 mos
Cri Securities, LLCBroker
September 1992 - October 2021 · 29 yrs 1 mo
State Registrations44 states
AKALAZCACODCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENHNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
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.
Brian Hensen - Financial Advisor | TrueAdvisor