Karl Hansen, financial advisor Incline Village NV

Karl Hansen

CRD Number: 2676924
Current Firm: Vita Planning Group LLC

Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Vita Planning Group LLC in Incline Village, NV and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Vita Planning Group LLC Vancouver, WA Nov 2020 - Current 3
Vita Insurance Associates, Inc. Mountain View, CA Aug 1979 - Current 44
Karl Erik Hansen Mountain View, CA Aug 1979 - Current 44
Ae Financial Services, LLC Topeka, KS Aug 2020 - Jul 2021 < 1
Liberty Wealth Management, LLC Mountain View, CA May 2018 - Apr 2021 2
Liberty Group, LLC Oakland, CA Mar 2002 - Aug 2020 18
Beneplus Insurance Services Lafayette, CA Jun 1997 - Mar 2019 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Karl E. Hansen
Phone Number: 650-567-9300
Firm Website: http://www.vita401k.com/
Registered State(s):
  • CA
  • NV
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $432,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, CO, IL, NV, TX, WA

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