Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.
CRD# 1795405
Centaurus Financial, Inc.
Score
96
CRD# 1069521
Balboa Wealth Partners, Inc.
Score
96
CRD# 1127692
First Heartland Consultants, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Partners, LLC | Palm Springs, CA | Dec 2015 - Current | 2 |
| Hansen Financial & Insurance Services, LLC | Palm Springs, CA | Aug 2008 - Current | 9 |
| Summit Wealth Partners, Inc. | Orlando, FL | Nov 2015 - Dec 2015 | < 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Feb 2014 - Nov 2015 | 1 |
| Brokers International Financial Services, LLC | Palm Springs, CA | Jul 2013 - Feb 2014 | < 1 |
| Usa Financial Securities | Ada, MI | Jun 2009 - Jul 2013 | 4 |
| Western Sierra Insurance Services | Palm Springs, CA | Apr 2009 - Jun 2013 | 4 |
| Studebaker & Associates | Palm Springs, CA | Feb 2008 - Aug 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts1,205ACCOUNTS
-
Average Account Value$357,335
- 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
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NJ, OH, PA, SC, TX, VA
About Wealthminder
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.