Business Description

Hansen Financial Services (HFS) is an independent firm founded by Jerry who has the goal of assisting our clients in every aspect of their financial lives. We are committed to providing only objective advice and unbiased financial solutions.

As your trusted financial advisor, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually help you maintain a disciplined financial approach so you can create a plan designed to realize your objectives.

Our clients are not typically speculators nor are they high-risk takers. With our investment philosophy we feel it just as important to manage risk as manage return. We feel managing risk is especially important during retirement as many retirees may have shorter time horizons than younger investors.

Our success is based on the principle that our client’s interests come first. We believe it is imperative to provide you with ongoing communication and education to keep you updated on market conditions that may influence your finances.

Hansen Financial Services is an independent firm. Securities offered through Raymond James Financial Services,Inc. Member FINRA/SIPC.

General Information

Gender:

Male

CRD#:

1050250

States Licensed in:

CA,FL,GA,KY,ID,NC,NY,PA,WI

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BBA, University of Wisconsin - Eau Claire (1981)
MBA, University of Pittsburgh (1996)
Part-time MBA adjunct faculty instructor, University of Phoenix (Finance and Economics)

Services

Investment Types:

Stocks, Annuities, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Chartered Financial Consultant (ChFC®)

Securities Licenses:

Series 63, Series 7, Series 9, Series 10, Series 65

Insurance and Annuity Licenses:

Health, Disability, Long Term Care, Variable Annuity, Life

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100,000

Compensation Methods:

Based on Assets, Flat Fee

Prepared By:

Jerry Hansen CFP®