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Keith Hanson

Winthrop Capital Management

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About Keith Hanson

Keith Hanson is a financial advisor with Winthrop Capital Management, a registered investment advisor headquartered in Carmel, IN. Keith has over 12 years of experience in the financial services industry. He is a Chartered Financial Analyst (CFA) and holds Series 65 licenses. Keith has a strong track record of providing financial advice to individuals and families, and has a deep understanding of investment strategies. He is passionate about helping his clients achieve their financial goals. Keith's areas of expertise include financial planning, investment management, and retirement planning.

Firm Information

Keith Hanson is currently registered with Winthrop Capital Management. Winthrop Capital Management is an investment advisor based in Carmel, IN. The firm provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. Winthrop Capital Management has over $3.79 billion in regulatory assets under management, serving a diverse range of clients including individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. The firm also participates in a wrap fee program.
Winthrop Capital Management

10201 N ILLINOIS STREET

CARMEL, IN 46290

$3.80B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Hanson’s Registration & Firm History

OH

12/19/2022 - Present

Winthrop Capital Management (Columbus OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Hanson.
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