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Nicolaus David barth Hansen

Ashton Thomas Private Wealth

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About Nicolaus David barth Hansen

Nicolaus David barth Hansen is a registered investment advisor representative with Ashton Thomas Private Wealth. Nicolaus has been in the industry for over 2 years and is licensed in Colorado and Texas. Nicolaus holds a Series 63, Series 65, and Series 7TO licenses. Nicolaus is also the owner and insurance agent for The Medicare Coach LLC.

Firm Information

Nicolaus Hansen is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

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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percentage of assets

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

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Nicolaus Hansen’s Registration & Firm History

CO

02/16/2024 - Present

Ashton Thomas Private Wealth (GRAND JUNCTION CO)

CO

08/19/2021 - 11/01/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Grand Jct CO)

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Licenses & Designations

IA

Issued 11/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicolaus David barth Hansen.
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