Matthew Hanson, financial advisor White Salmon WA

Matthew Hanson

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Proactive Financial Management White Salmon, WA Jul 2007 - Current 14
Staci L Hanson Dmd Pc White Salmon, WA Jul 1998 - Current 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Matthew K. Hanson
Phone Number: 303-785-8470
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,580
    MILLIONS
  • Total Number of Accounts
    18,719
    ACCOUNTS
  • Average Account Value
    $244,687
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
  • 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
Types of Clients
Registered States

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, WY

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