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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W. Hanson is a financial advisor with Lion Street Advisors, LLC based in Austin, TX. John has been a registered financial advisor since 1994 and has extensive experience working with high-net-worth individuals and pension plans. He also provides financial planning and insurance product sales as an independent contractor. John has passed the Series 6, 7, 63 and 65 exams, as well as the SIE exam, and holds the Chartered Financial Consultant designation. John is dedicated to providing his clients with personalized financial advice and guidance. He is committed to understanding their financial goals and helping them achieve them.
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.
A percentage of the total value of assets under management is charged.
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TX
01/17/2023 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CO
01/06/2022 - 11/22/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
01/13/2016 - 07/08/2020
INVESTACORP, INC. (PHOENIX AZ)
CO
04/29/2014 - 08/21/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
11/01/2013 - 02/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IL
10/29/1999 - 08/28/2000
IAC SECURITIES, INC. (TINLEY PARK IL)
AL
05/22/2000 - 08/20/2000
FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)
CT
12/04/1996 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IL
03/04/1994 - 12/31/1994
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
IA
Issued 07/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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