Richard Hansen (CRD# 6033756) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Anchorage, AK and has over 12 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 |
|---|---|---|---|
| Baird | Anchorage, AK | Apr 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Anchorage, AK | Nov 2016 - Mar 2022 | 5 |
| Wells Fargo Bank, N.a. | Eugene, OR | Oct 2010 - Mar 2022 | 11 |
| Wells Fargo Advisors, LLC | Eugene, OR | Feb 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- AK
- OR
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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