Hansen & Associates Financial Group Inc.

Hansen & Associates Financial Group Inc. (CRD# 168363) is a financial advisory firm headquartered in Sacramento, CA. They manage $22,500,000 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $88,583
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hansen & Associates Financial Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Louay A. Elhadj
CRD#: 5881694
8880 Cal Center Dr., Suite 195, Sacramento, CA 95826
93
Wealthminder
score

Louay Elhadj (CRD# 5881694) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Sacramento, CA and has over 5 years of experience in the finance industry.

2
Kevin A. Sergeef
CRD#: 6556586
Roseville, CA
87
Wealthminder
score

Kevin Sergeef (CRD# 6556586) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Roseville, CA and has 1 year of experience in the finance industry.

3
Mark S. Hansen
CRD#: 2019098
8880 Cal Center Dr., Suite 195, Sacramento, CA 95826
61
Wealthminder
score

Mark Hansen (CRD# 2019098) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Sacramento, CA and has over 25 years of experience in the finance industry. Mark Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael I. Balstad
CRD#: 3151362
Sacramento, CA
56
Wealthminder
score

Michael Balstad (CRD# 3151362) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Sacramento, CA and has over 17 years of experience in the finance industry.

5
David C. Yelle
CRD#: 2123208
8880 Cal Center Dr., Suite 195, Sacramento, CA 95826
49
Wealthminder
score

David Yelle (CRD# 2123208) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Sacramento, CA and has over 12 years of experience in the finance industry.

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