Chad Eugene Hanson

Employer firm

Pl Wealth Advisors, LLC CRD 170887

$1.39M regulatory AUM

Reported services (Item 5G)

Financial planning
Selection of other advisers
CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Pl Wealth Advisors, Llc

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2017-02-22

UT RA
APPROVED

Since 2017-02-22

Branch Locations

Cottonwood Heights, UT • United States

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Massmutual Financial Group	Salt Late City	UT	07/2014	01/2017
Pl Wealth Advisors, Llc	Murray	UT	01/2017	Present
Paradigm Life Insurance, Llc	Murray	UT	01/2016	Present

07/2014 → 01/2017

Massmutual Financial Group

Salt Late City, UT
01/2017 → Present

Pl Wealth Advisors, Llc

Murray, UT
01/2016 → Present

Paradigm Life Insurance, Llc

Murray, UT

Previous Registrations

2012-05-23 → 2015-12-31

Mml Investors Services, Llc

Lehi, UT

Meridian, ID
2003-03-17 → 2012-02-21

Mml Investors Services, Llc

Lehi, UT

Meridian, ID

Salt Lake City, UT

Boise, ID

Other Businesses

PARADIGM LIFE - INVESTMENT-RELATED SALT LAKE CITY, UT - INSURANCE AGENCY - INSURANCE AGENT - APPROX 150 HRS/MONTH (APPROX 150 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-03-01
S63	Uniform Securities Agent State Law Examination	2001-03-21

S65 Uniform Investment Adviser Law Examination

2003-03-01
S63 Uniform Securities Agent State Law Examination

2001-03-21

View on SEC IAPD