Heidi Hansen (CRD# 7224097) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Anchorage, AK and has over 3 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Juneau, AK | Jan 2024 - Current | < 1 |
| Woodbury Financial | Anchorage, AK | Jan 2020 - Current | 4 |
| Woodbury Financial Services Inc. | Anchorage, AK | Mar 2020 - Jan 2024 | 3 |
| Cook Inlet Region, Inc. | Anchorage, AK | Mar 2019 - Jan 2020 | < 1 |
| Unemployed | Anchorage, AK | Dec 2018 - Mar 2019 | < 1 |
| State Of Alaska | Anchorage, AK | Sep 2017 - Dec 2018 | 1 |
| United State Senate | Washington, DC | Apr 2015 - Aug 2017 | 2 |
| United States Army | Washington, DC | Jan 2009 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- AK
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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