CRD: 168363
Hansen & Associates Financial Group Inc.
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2013
- Office Locations
- 3
Office Locations
About Hansen & Associates Financial Group Inc.
Hansen & Associates Financial Group is a Sacramento-area advisory firm providing financial planning, wealth management, and business succession, estate, and benefits planning for high-net-worth individuals, families, and small business owners. Investment management centers on a proprietary, rules-based Adaptive Asset Allocation/tactical approach to manage market risk, implemented largely through ETF-based portfolios. Clients can track progress via eMoney; custodians include LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK STEVEN HANSEN
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer
- CRD
- #2019098
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
NICKIE TODD DALLY
--
- CRD
- #4738406
WALLACE MICHAEL DARLING
--
- CRD
- #2612768
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,437,247 | $189,017 |
| Non-Discretionary | $0 | -- |
| Total | $202,437,247 | $189,017 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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