Steven Hansen (CRD# 2559228) is an Investment Advisor Representative working at Avantax Advisory Services in Pine River, MN and has over 29 years of experience in the finance industry. Steven Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
CRD# 5571152
Lpl Financial LLC
CRD# 5732659
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mrk Financial Solutions | Pine River, MN | Jul 2023 - Current | < 1 |
| Avantax Insurance Agency LLC | Pine River, TX | Jun 2014 - Current | 9 |
| Avantax Investment Services, Inc. | Pine River, MN | Nov 2013 - Current | 10 |
| Avantax Advisory Services | Pine River, MN | Nov 2013 - Current | 10 |
| Marcusen Clayton, P.c. | Pine River, TX | Mar 2013 - Dec 2021 | 8 |
| Marcusen Clayton, P.c. | Pine River, MN | Jan 2013 - Dec 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
- MN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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