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Brian Dean Hanna

Fortis Capital Advisors, LLC

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About Brian Dean Hanna

Brian Hanna is an investment advisor representative registered with Fortis Capital Advisors, LLC. Brian is actively registered in Louisiana and New Jersey as an Investment Advisor Representative. Brian has been in the industry since October 14, 2008. Brian has previously worked for Park Avenue Securities LLC and AXA Advisors, LLC. Brian Hanna is a Series 66, Series 7 and SIE licensed individual. Brian specializes in retirement planning, financial planning, education planning, estate planning and insurance planning.

Firm Information

Brian Hanna is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Hanna’s Registration & Firm History

KS

10/11/2024 - Present

Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)

NJ

06/25/2010 - 03/02/2016

PARK AVENUE SECURITIES LLC (MANASQUAN NJ)

NJ

09/06/2007 - 06/22/2010

AXA ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

BOTH

Issued 09/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Dean Hanna.
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