Chad Hanson
Chad Hanson is a registered investment advisor at Pl Wealth Advisors, LLC, based in Cottonwood Heights, UT, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors does not directly manage investments. They can refer you to third-party managers who will manage your investments for a fee. PL Wealth Advisors may receive a portion of the management fee charged by the third-party manager, ranging from 0.50% to 1.50% annually. This fee is included in the overall management fees charged by the third-party manager.
Location
Cottonwood Heights, UT
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Regulatory History (4)
Customer Dispute
February 2013Employment Separation After Allegations
February 2012Regulatory
February 2012Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Chad works as an insurance agent at Paradigm Life, an insurance agency, focusing on insurance sales. This activity takes nearly full-time.
Employment History
Current Registrations
Pl Wealth Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, INC.
MML Investors Services, LLCBroker
Mony Securities CorporationBroker
State Registrations1 state
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.