DH
DH

Donna Hansen

16 Years of Experience
Williston, ND
1 DisclosureBroker

Donna Hansen is a registered investment advisor at Edward Jones, based in Williston, ND, with 16 years of industry experience. Donna 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
—
Loading...

Location

1007 24th Street West, Suite 101, Williston, ND, 58801

Get directions

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.
Criminal
January 1984
Final Disposition
Other Business Activities

Donna is the owner, artist, and instructor at Hansen's Unlimited Ceramics since 1991. She spends about 10-20% of her time on product production and instruction.

Employment History
Current Registrations
Edward Jones
April 2010 - Present · 16 yrs 6 mos
Edward JonesBroker
March 2010 - Present · 16 yrs 7 mos
State Registrations18 states
AZCACOFLKYMNMOMTNDNVORSDTNTXVAWAWIWY
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.
More Advisors