Keith HansonCRD Number: 5196563
Current Firm: Legacy Advisory Group
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.
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
Cambridge Investment Research Advisors, Inc.
|Legacy Advisory Group||Overland Park, KS||Jan 2008 - Current||12|
|Massmutual Life Insurance Company||Overland Park, KS||May 2007 - Current||12|
|Principal Life Insurance||Overland Park, KS||Dec 2006 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management105MILLIONS
Total Number of Accounts75ACCOUNTS
Average Account Value$1,400,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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.
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.