Keith Hanson
CRD Number: 5196563Current 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
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 |
- KS
- MO
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$295,379
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KS, MO, TX
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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