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Raymond E Hansen

Bison Wealth, LLC

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About Raymond E Hansen

Raymond E Hansen is a financial advisor with over 20 years of experience in the industry. Raymond is currently registered with Bison Wealth, LLC in Atlanta, GA and Clive, IA. Raymond has experience working with individuals, corporations, pension plans, and high net worth individuals. His firm offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Raymond specializes in providing financial advice and guidance to help individuals achieve their financial goals.

Firm Information

Raymond Hansen is currently registered with Bison Wealth, LLC. Bison Wealth, LLC is an investment advisor headquartered in Atlanta, Georgia. The firm manages over $1.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Bison Wealth provides a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. They are registered with the SEC and have a team of 33 investment advisor representatives.
Bison Wealth, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$1.61B

Assets Under Management

Not reported

Total Clients

40

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Raymond Hansen’s Registration & Firm History

GA

01/22/2023 - Present

Bison Wealth, LLC (ATLANTA GA)

IA

05/23/2019 - 03/31/2023

IFP SECURITIES, LLC (Urbandale IA)

IA

12/22/2011 - 05/23/2019

LPL FINANCIAL LLC (WEST DES MOINES IA)

IA

06/28/2004 - 01/03/2012

PRINCOR FINANCIAL SERVICES CORPORATION (WEST DES MOINES IA)

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Licenses & Designations

IA

Issued 04/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond E Hansen.
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