Matthew HansonCRD Number: 5386971
Current Firm: Geneos Wealth Management, Inc.
Matthew Hanson (CRD# 5386971) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in White Salmon, WA and has over 9 years of experience in the finance industry.
Eagle Strategies LLC
Northside Capital Management LLC
U.s. Bancorp Investments, Inc.
|Proactive Financial Management||White Salmon, WA||Jul 2007 - Current||9|
|Staci L Hanson Dmd Pc||White Salmon, WA||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV