CH
CFP
CH
CFP

Christopher Hanson

15 Years of Experience
Waconia, MN
Sells Insurance

Christopher Hanson is a CFP-designated registered investment advisor at Focus Financial, based in Waconia, MN, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

124 W Main Street, Waconia, MN, 55387

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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 ActivitiesSells Insurance

Christopher is an insurance agent with Focus Financial Network, helping clients with life, disability, long-term care, and annuity needs, spending about 10-20% of his time on this. He also works full-time as an employee and financial advisor with Schrimpf Financial Services and Focus Financial Network, respectively, providing financial planning and investment advice.

Employment History
Current Registrations
Focus Financial
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2017 - December 2024 · 7 yrs 1 mo
Northwestern Mutual Investment Services,llc
February 2014 - November 2017 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
April 2011 - November 2017 · 6 yrs 7 mos
State Registrations2 states
MNTX
Advisor

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.
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