We are an independent fee-based investment management and financial planning firm that seeks to work with good people. Our financial advice and guidance is built upon a personal financial plan. Our investment management seeks to use lower cost, tax efficient investments when creating, investing and monitoring a personally tailored investment portfolio.
|Firm Start Year:||2001|
|Insurance License#:||CA 0D31581|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||CA, HI, FL, IL|
|Number of Years with Current Firm:||12|
|Work Experience:||Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Bonds , Stocks , Annuities , Alternative Investments , Mutual Funds , Exchange Traded Funds (ETFs) , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , Via phone , At my office , At your home , Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Variable Life , Long Term Care , Variable Annuity|
|Financial Organization Memberships:||Paladin Registry|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Commissions , Hourly , Based on Assets , Flat Fee|
|Bachelor of Science in Business Administration - Business Administration||
University of Colorado
The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, FL, IL and HI
Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Hans Reese is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2007 and owner of New Stage Investment Group® With over 18 years of industry experience, Hans started his career with Merrill Lynch, before moving to Morgan Stanley and then joined with LPL Financial in 2006.
Hans' focus is personal financial planning with a special emphasis on retirement, tax aware investing and the use of lower cost investments. Hans' professional background includes experience in hospitality, international logistics and internet startups. This background provides a rich combination of business experience, international perspective and personal service.
Hans was raised in Honolulu, Hawaii and graduated from Punahou. Hans then attended the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language. Hans and his family have close ties to both the Bay Area and Hawaii.
Financial Advice & Consulting
There is no shortage of information or opinions about personal finance advice. Trouble is much of it is generic or given as "one-size-fits-all". Our work is designed to make financial advice highly personalize and delivered regularly over many years.
Financial Planning for Individuals
Financial planning can be both broad and specific. Financial Planning can also be done once or over a course of several years. Therefore we offer both flat fee and hourly so you can choose what makes the most sense for you, your needs and your goals.
Financial Planning for Businesses
Working with small business owners has its own unique challenges. We are able to bring resources from multiple leading firms to address many topics that are often left unaddressed or forgotten.
|Half Moon Bay||Hayward|
|La Honda||Loma Mar|
|Los Altos||Menlo Park|
|Redwood City||San Bruno|
|San Francisco||San Gregorio|
|San Jose||San Leandro|
|San Lorenzo||San Ramon|
|South San Francisco||Stanford|
|Union City||San Carlos|
|Mon.||8:00 AM - 5:30 PM|
|Tue.||8:00 AM - 5:30 PM|
|Wed.||8:00 AM - 5:30 PM|
|Thu.||8:00 AM - 5:30 PM|
|Fri.||8:00 AM - 5:30 PM|