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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Karl Hansch is a financial advisor at Independent Financial Group, LLC located in San Juan Capistrano, CA. David has been a registered financial advisor since 1983. David holds the Series 6, 7, 22, 24 and 63 licenses. He is a Certified Financial Planner and has been recognized for his expertise in financial planning and portfolio management for individuals and businesses. David has worked with a variety of clients, including high-net-worth individuals, families, and businesses. He is committed to providing personalized financial advice that meets the unique needs of each client. David specializes in retirement planning, investment management, estate planning, and tax planning.
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.
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.
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CA
01/01/2025 - Present
Independent Financial Group, LLC (San Juan Capistrano CA)
CA
04/22/2008 - 12/12/2017
CETERA ADVISOR NETWORKS LLC (SAN JUAN CAPISTRANO CA)
CA
06/02/1999 - 04/23/2008
ASSOCIATED SECURITIES CORP. (RANCHO SANTA FE CA)
MA
07/24/1995 - 11/17/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/24/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MO
10/07/1991 - 07/19/1995
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
08/17/1982 - 09/16/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
06/28/1983 - 02/26/1988
FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.
BC
Issued 09/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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