Michael Brent Hanson

Current Employers

Employment History

• 07/2007 → Present
  Osaic Wealth, Inc.
  Camarillo, CA

Previous Registrations

• 2007-05-24 → 2007-07-13
  Park Avenue Securities Llc
  Camarillo, CA
  Ventura, CA
  Camarillo, CA

Other Businesses

1) BRENT HANSON STUDIO POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 2870 Wagon Wheel Road Unit 403, Oxnard CA 93036, United States DESCRIPTION: Production of, marketing, and sales of art 2) BRENT HANSON, CFP, INVESTMENT RELATED, 340 ROSEWOOD AVENUE SUITE P CAMARILLO, CA 93010, OWNER, STARTED 5/1/2009, 5-10 HOURS PER MONTH, 1-2 HOURS DURING STH. DEVELOPING, PREPARING,PRESENTING, IMPLEMENTING, AND MONITORING PLANS FOR RETIREMENT ACCUMULATION, AND DISTRIBUTION, INCOME AND ESTATE TAX REDUCTION, RISK MANAGEMENT, AND COORDINATION WITH ESTATE PLANS. 3) CAMARILLO TAX TEAM POSITION: OWNER NATURE: TAX PREPARATION SERVICE OWNED BY MYSELF THROUGH MY CORPORATION. INVESTMENT RELATED: NO NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 20 START DATE: 11/17/2014 ADDRESS: 340 ROSEWOOD AVENUE, SUITE P, CAMARILLO CA 93010 DESCRIPTION: I WILL BE DOING THE INTAKE OF CLIENT INFORMATION, TAX STATEMENTS/DOCUMENTS, AND ROUTING IT ALL TO THE APPROPRIATE CPA FOR COMPLETION. THE CPA WILL BE COMPLETING THE RETURN AND GIVING TAX RECOMMENDATIONS TO THE CLIENT. WITH THE CLIENT'S PERMISSION, AND WHERE APPROPRIATE,THE CPA WILL THEN DISCUSS THE CLIENT'S SITUATION WITH ME AND HIS/HER RECOMMENDATIONS. THE CPA WILL THEN REFER ME TO THE CLIENT TO HELP THE CLIENT FULFILL FINANCIAL AND/OR INSURANCE NEEDS. 4) SENIOR WEALTHCARE INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2000 ADDRESS: 340 Rosewood Avenue, Suite P, Camarillo CA 93010, United States DESCRIPTION: The corporation is an entity established for tax purposes. 5) OXFORD FLATS AT WAGON WHEEL HOMEOWNERS ASSOCIATION POSITION: Director NATURE: Homeowners Association of the community I live in. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2024 ADDRESS: 2601 Wagon Wheel Road, Oxnard CA 93036, United States DESCRIPTION: Planning, dealing with homeowner and community concerns, assisting with budgeting, attending meetings every other month. 6) FINANCIAL LIFE PLANS POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2015 ADDRESS: 340 Rosewood Avenue, Suite P, Camarillo CA 93010, United States DESCRIPTION: Sales of securities, investment advisory services, client account management, client communications and reviews, client investment planning and retirement planning

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-03-31
• S65 Uniform Investment Adviser Law Examination
  2007-03-26

Designations

Other Names

• Brent Hanson