Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Vita Planning Group LLC in Incline Village, NV and has over 28 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vita Planning Group LLC | Vancouver, WA | Nov 2020 - Current | 3 |
Vita Insurance Associates, Inc. | Mountain View, CA | Aug 1979 - Current | 44 |
Karl Erik Hansen | Mountain View, CA | Aug 1979 - Current | 44 |
Ae Financial Services, LLC | Topeka, KS | Aug 2020 - Jul 2021 | < 1 |
Liberty Wealth Management, LLC | Mountain View, CA | May 2018 - Apr 2021 | 2 |
Liberty Group, LLC | Oakland, CA | Mar 2002 - Aug 2020 | 18 |
Beneplus Insurance Services | Lafayette, CA | Jun 1997 - Mar 2019 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
S65 | NASAA Investment Advisors Law Examination | May 2002 |
- CA
- NV
- TX
- WA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$432,237
- 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
CA, CO, IL, NV, TX, WA
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