Dylan Hanson, financial advisor Brookfield WI
90 score

Dylan Hanson

CRD Number: 5968679
Current Firm: Transamerica Financial Advisors, Inc.

Dylan Hanson (CRD# 5968679) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brookfield, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wisco Audio Madison, WI Jan 2015 - Current 1
Transamerica Financial Advisors, Inc. Brookfield, WI Jan 2012 - Current 4
World Financial Group, Inc. Brookfield, WI Aug 2011 - Current 5
Office Assistant For Gary Ziegler And Tom Hanson Madison, WI Oct 2011 - Nov 2013 2
Kids Safari Cottage Grove, WI May 2009 - Jun 2012 3
Investment Advisors International, Inc. Madison, WI Jan 2012 - Jan 2012 < 1
World Group Securities, Inc. Madison, WI Aug 2011 - Jan 2012 < 1
Mc Farland School System Mcfarland, WI Aug 2001 - Jun 2010 8
Vitense Golfland Madison, WI Mar 2009 - Oct 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Dylan T. Hanson
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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