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Debera Hansen-Aiken

23 Years of Experience
Bellevue, WA
11 DisclosuresBroker

Debera Hansen-Aiken is a registered investment advisor at Wells Fargo Advisors, based in Bellevue, WA, with 23 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

555 110th Ave Ne, 10th Fl, Bellevue, WA, 98004

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History

Regulatory History (11)
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.
Financial
August 2020
Final
Financial
June 2019
Final
Financial
June 2018
Final
Financial
April 2018
Final
Financial
March 2018
Final
Financial
February 2018
Final
Financial
September 2017
Final
Financial
June 2017
Final
Financial
June 2017
Final
Financial
June 2017
Final
Financial
March 2017
Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2020 - August 2024 · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2020 - August 2024 · 4 yrs 2 mos
Northwestern Mutual Investment Services,llc
April 2015 - May 2020 · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
April 2015 - May 2020 · 5 yrs 1 mo
J.derek Lewis & Associates, INC.
November 2010 - September 2014 · 3 yrs 10 mos
Jdl Securities CorporationBroker
November 2010 - September 2014 · 3 yrs 10 mos
Financial Network Investment Corporation
May 2008 - February 2010 · 1 yr 9 mos
Financial Network Investment CorporationBroker
August 2004 - February 2010 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2001 - August 2004 · 3 yrs 5 mos
State Registrations33 states
AKALARAZCACOFLHIIDILINKYMAMDMOMTNCNDNHNVNYOHOKORPASCTNTXUTVAVirgin IslandsWAWI
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.