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HANSEN & ASSOCIATES FINANCIAL GROUP INC.

ROSEVILLE, CA · CRD 168363 · IAPD ↗ · (916) 706-1234

$202.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2025 — HANSEN & ASSOCIATES FINANCIAL GROUP INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
67
April 2025 — HANSEN & ASSOCIATES FINANCIAL GROUP INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
September 2024 — HANSEN & ASSOCIATES FINANCIAL GROUP INC. moved its main office from SACRAMENTO, CA to ROSEVILLE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
September 2024 — HANSEN & ASSOCIATES FINANCIAL GROUP INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — HANSEN & ASSOCIATES FINANCIAL GROUP INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.