HG
CFP
HG
CFP
Hanna Grichanik
15 Years of Experience
Calabasas, CA
1 DisclosureBroker
Hanna Grichanik is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Calabasas, CA, with 15 years of industry experience. Hanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
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Location
Ste 410, 23975 Park Sorrento, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2023Settled
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
August 2025 - Present · 9 mos
Northwestern Mutual Investment Services, LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2023 - May 2024 · 1 yr 2 mos
Northwestern Mutual Investment Services,llc
October 2014 - June 2021 · 6 yrs 8 mos
UBS Financial Services INC.
January 2011 - September 2014 · 3 yrs 8 mos
UBS Financial Services INC.Broker
August 2010 - September 2014 · 4 yrs 1 mo
State Registrations26 states
AKAZCACOCTFLGAILINKYMAMIMNMONCNENMNYOHOKSCTXUTVTWAWI
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.