Aaron Hansz, financial advisor San Antonio TX
93 score

Aaron Hansz

CRD Number: 5472864
Current Firm: Texas Legacy Wealth Management

Aaron Hansz (CRD# 5472864) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tlwm, LLC San Antonio, TX Dec 2014 - Current 3
Lpl Financial LLC Tomball, TX Dec 2014 - Current 3
Metlife Securities Inc. Dallas, TX May 2010 - Dec 2014 4
Thrivent Investment Management Inc. Katy, TX Feb 2009 - May 2010 1
Thrivent Financial For Lutherans Appleton, WI Feb 2009 - May 2010 1
Wachovia Securities Katy, TX Jan 2008 - Feb 2009 1
Unemployed Houston, TX Oct 2007 - Jan 2008 < 1
National City Home Equity Cleveland, OH Sep 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Aaron T. Hansz
Phone Number: 210-541-8600
Registered State(s):
  • AR
  • LA
  • TX
  • IL
  • NC
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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