Robert Hansen (CRD# 3072326) is an Investment Advisor Representative working at Vantage Point Investments, Inc. in Herriman, UT and has over 25 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Point Investments, Inc. | Sandy, UT | Nov 2013 - Current | 10 |
| Prosper Wealth Solutions | Lehi, UT | Jan 2021 - Dec 2022 | 1 |
| Sprout Financial LLC | Lehi, UT | Oct 2018 - Jan 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- UT
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$163,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
UT
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