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CFP
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CFP

Scott Hansen

LPL Financial LLC
30 Years of Experience
Scottsdale, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Hansen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 30 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10197 N. 92nd Street, Suite 102, Scottsdale, AZ, 85258

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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

Scott sells fixed index annuities and fixed life products as a sole proprietor, dedicating minimal time to this activity. He also owns Personalized Pensions, Inc., where he performs qualified plan record keeping and TPA work, spending about 10-20% of his time on this.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
December 2023 - July 2025 · 1 yr 7 mos
Cadaret Grant & CO INC
December 2023 - July 2025 · 1 yr 7 mos
Woodbury Financial Services, INC.Broker
October 2017 - December 2023 · 6 yrs 2 mos
Woodbury Financial Services, INC.
October 2017 - December 2023 · 6 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2009 - October 2017 · 8 yrs 7 mos
National Planning CorporationBroker
January 2009 - October 2017 · 8 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2009 - February 2009 · 1 mo
Sagepoint Financial, INC.Broker
October 2005 - January 2009 · 3 yrs 3 mos
Sunamerica Securities, INC.Broker
December 1998 - October 2005 · 6 yrs 10 mos
Mtl Equity Products, INC.Broker
June 1996 - December 1998 · 2 yrs 6 mos
State Registrations14 states
AZCACOFLILKSMNMONENMNVNYTXWA
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.
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