Gary Hansen, financial advisor Wayzata MN
93 score

Gary Hansen

CRD Number: 1898715
Current Firm: Ubs Financial Services Inc.

Gary Hansen (CRD# 1898715) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Wayzata, MN Mar 2012 - Current 4
Bank Of America,na Wayzata, MN Nov 2009 - Mar 2012 2
Merrill Lynch Wayzata, MN Nov 2001 - Nov 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Gary J. Hansen
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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