BH
BH

Brian Dean Hanna

17 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

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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 Activities

Brian is involved in chemical sales for Cal-Chlor, a family business, dedicating less than a quarter of his time. He also invests in rental real estate, but spends minimal time on it.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Garden State Securities, INC.Broker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Garden State Investment Advisory Services, LLC
April 2017 - October 2024 · 7 yrs 6 mos
Park Avenue Securities LLC
September 2010 - March 2016 · 5 yrs 6 mos
Park Avenue Securities LLCBroker
June 2010 - March 2016 · 5 yrs 9 mos
AXA Advisors, LLC
November 2007 - June 2010 · 2 yrs 7 mos
AXA Advisors, LLCBroker
September 2007 - June 2010 · 2 yrs 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Dean Hanna - Financial Advisor | TrueAdvisor