Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hanson is a financial advisor with Robert W. Baird & Co. Inc.. Charles has been in the securities industry since 1989. Charles has a wide range of experience in the industry and is registered in 34 states. Charles provides a variety of advisory services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
01/11/2002 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
CA
01/30/1996 - 01/11/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NA
11/17/1995 - 12/11/1995
RAGEN MACKENZIE INCORPORATED
CO
07/24/1993 - 11/17/1995
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
01/12/1990 - 10/21/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/22/1988 - 02/06/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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