Jeffrey HansonCRD Number: 6105722
Current Firm: Traphagen Financial Group
Jeffrey Hanson (CRD# 6105722) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 5 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Traphagen Investment Advisors LLC||Oradell, NJ||Jan 2012 - Current||5|
|Tim & Sons Masonry||Ramsey, NJ||May 2009 - Dec 2011||2|
|Lock Haven University||Lock Haven, PA||Aug 2008 - May 2009||< 1|
|Tim & Sons Masonry||Ramsey, NJ||May 2008 - Aug 2008||< 1|
|Lock Haven University||Lock Haven, PA||Aug 2007 - May 2008||< 1|
|Tim & Sons Masonry||Ramsey, NJ||May 2007 - Aug 2007||< 1|
|Lock Haven University||Lock Haven, PA||Aug 2006 - May 2007||< 1|
|Tim & Sons Masonry||Ramsey, NJ||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management425MILLIONS
Total Number of Accounts1,084ACCOUNTS
Average Account Value$391,893
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, LA, MA, NJ, NY, PA, TX, VT
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.