LH
CFP
LH
CFP

Lynn Hansen

26 Years of Experience
Twin Falls, ID
1 DisclosureBroker

Lynn Hansen is a CFP-designated registered investment advisor at Edward Jones, based in Twin Falls, ID, with 26 years of industry experience. Lynn 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 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1126 Eastland Dr N Suite 200, Twin Falls, ID, 83301

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History

Regulatory History (1)
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.
Customer Dispute
July 2014
Denied
Other Business Activities

Lynn co-owns Rental Properties and is a proprietor at Air Gun Air Unlimited, a service business refilling air gun tanks. Lynn spends minimal time on this activity.

Employment History
Current Registrations
Edward Jones
February 2019 - Present · 7 yrs 8 mos
Edward JonesBroker
February 2000 - Present · 26 yrs 8 mos
State Registrations22 states
AKAZCACOFLIDINMIMOMTNCNVNYORSCSDTXUTVAWAWIWY
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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