Unclaimed
Richard Hansen has been an active advisor for over 40 years. Richard is registered as an investment advisor representative in Minnesota through Ameriprise Financial Services, LLC. Richard has been with Ameriprise Financial Services, LLC since 2020 and previously worked at SagePoint Financial, Inc. Richard’s professional background includes working at several major financial firms including Citigroup Global Markets, Lehman Brothers, and Paine Webber. Richard has a wide range of experience and expertise in financial planning, asset allocation, and portfolio management. Richard has a proven track record of success in helping clients reach their financial goals. Richard’s commitment to providing excellent client service has earned him a reputation as a trusted advisor. Richard specializes in working with individuals, families, businesses, and institutions. Richard has a deep understanding of the financial markets and is committed to staying up-to-date on the latest trends. Richard is passionate about helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
AZ
01/11/2018 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
05/18/2006 - 09/16/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/31/1993 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NY
02/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/31/1980 - 03/07/1989
PAINEWEBBER INCORPORATED
NA
12/01/1976 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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