Keith Hanson, financial advisor overland park KS
100 score

Keith Hanson

CRD Number: 5196563
Current Firm: Legacy Advisory Group
Compensation Model: Fee Only

Keith Hanson (CRD# 5196563) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 9 years of experience in the finance industry.

 

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Professional Designations
Company Name Location Dates Years
Legacy Advisory Group Overland Park, KS Jan 2008 - Current 11
Massmutual Life Insurance Company Overland Park, KS May 2007 - Current 11
Principal Life Insurance Overland Park, KS Dec 2006 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Keith D. Hanson
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Firm Disclaimer:

Legacy Group does not give tax, accounting, regulatory, or legal advice to its clients. No client relationship exists with any adviser until both the adviser and the client have signed an engagement letter prepared by the advisor's firm. You should consult with your other advisors on the tax, accounting, and legal implications of any proposed strategies before any strategy is implemented.  Any discussion relating to tax, accounting, regulatory, or legal matters is based on our understanding as of the date of that writing. Rules in these areas change and are open to varying interpretations.

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BADGES
100
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Clean Record
This advisor has a clean track record with regulators.

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