Keith Hanson, financial advisor Overland Park KS

Keith Hanson

CRD Number: 5196563
Current Firm: Butler, Lanz & Wagler, L.c.
Compensation Model: Fee Only

Keith Hanson (CRD# 5196563) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 9 years of experience in the finance industry.

 

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Company Name Location Dates Years
Butler, Lanz & Wagler, L.c. Overland Park, KS Jun 2018 - Current 5
Legacy Advisory Group Overland Park, KS Jan 2007 - Jun 2018 11
Realty Associates Olathe, KS May 2002 - Dec 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Keith D. Hanson
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $295,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Firm Disclaimer:

Legacy Group does not give tax, accounting, regulatory, or legal advice to its clients. No client relationship exists with any adviser until both the adviser and the client have signed an engagement letter prepared by the advisor's firm. You should consult with your other advisors on the tax, accounting, and legal implications of any proposed strategies before any strategy is implemented.  Any discussion relating to tax, accounting, regulatory, or legal matters is based on our understanding as of the date of that writing. Rules in these areas change and are open to varying interpretations.

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