PH
CFP
PH
CFP

Patrick Kristofor Hansen

15 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
491 clients
Average Client Portfolio
$790K average
Assets Under Management
$388.0M

Fee Structure

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Location

20104 Valley Forge Circle, King of Prussia, PA, 19406

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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

Patrick is a financial advisor at Certior Financial Group LLC, providing financial planning advice to clients. This activity takes about half of his time.

Employment History
Current Registrations
Certior Financial Group, LLC
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Mutual Securities, INC.Broker
January 2023 - May 2023 · 4 mos
Mutual Securities, INC.Broker
November 2016 - December 2022 · 6 yrs 1 mo
Voya Financial Advisors, INC.
October 2014 - October 2016 · 2 yrs
Voya Financial Advisors, INC.Broker
September 2014 - October 2016 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
August 2010 - September 2014 · 4 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Patrick Kristofor Hansen - Financial Advisor | TrueAdvisor