Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Hansen is a financial advisor with Avantax Advisory Services. Steven has been in the financial services industry since 1994. Steven holds a Series 63, Series 24, Series 7, and SIE license. Steven has a strong track record of providing financial planning and investment management services to individuals and families. In addition to working with clients of Avantax Advisory Services, Steven has also been a financial planner for Marcusen Clayton, P.C. Steven is a Certified Financial Planner and a Chartered Financial Consultant. Steven is a member of the Pine River Area Foundation. Steven is committed to providing his clients with the highest level of service and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
11/04/2013 - Present
Avantax Advisory Services (Pine River MN)
MN
11/15/2012 - 01/08/2013
SECURITIES AMERICA, INC. (PINE RIVER MN)
MN
12/19/2005 - 11/14/2012
INVESTMENT CENTERS OF AMERICA, INC. (PINE RIVER MN)
MN
11/16/1994 - 12/02/2005
PRIMEVEST FINANCIAL SERVICES, INC. (MARSHALL MN)
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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