Unclaimed
Hans Lauzen is an investment advisor representative with Grey Fox Wealth Advisors, LLC. He is registered with the state of Delaware. Hans has been working in the financial industry since May 2011. He holds a Series 65 license and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services. Hans primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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DE
03/10/2024 - Present
Grey FOX Wealth Advisors, LLC (ROCKLAND DE)
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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