Unclaimed
Bryan K. Hanner is a financial professional with over 28 years of experience in the financial services industry. He is a Certified Financial Planner™ and Chartered Financial Consultant. Bryan works with small business owners, providing financial planning and consulting services, insurance products, and real estate services through Hanner Financial Services, Inc. Bryan is registered with Concourse Financial Group Securities, Inc. and holds Series 6, 7, 63 and 66 registrations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
04/05/2002 - Present
Concourse Financial Group Securities, Inc. (Columbus IN)
MA
08/15/1996 - 03/23/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
01/01/1995 - 08/16/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
03/15/1993 - 01/12/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 03/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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