Michael Bo Hansen

Current Employers

Employment History

• 07/2012 → 12/2021
  Buttonwood Financial Inc.
  Walnut Creek, CA
• 04/2013 → 03/2019
  Frontier Wealth Strategies, Inc.
  Walnut Creek, CA
• 07/2013 → 01/2021
  Whitehall-Parker Securities, Inc.
  San Francisco, CA
• 03/2019 → Present
  Monvia Financial L.P.
  Walnut Creek, CA

Previous Registrations

• 2012-09-10 → 2021-12-31
  Buttonwood Financial Inc.
  Walnut Creek, CA
• 2016-01-19 → 2021-01-08
  Whitehall-Parker Securities, Inc.
  Walnut Creek, CA
• 2012-02-21 → 2013-07-19
  Cambridge Investment Research Advisors, Inc.
  Walnut Creek, CA
• 2009-09-09 → 2012-02-24
  Voya Financial Advisors, Inc.
  Fullerton, CA
  Walnut Creek, CA
• 2002-05-31 → 2009-08-10
  Msi Financial Services, Inc.
  San Jose, CA
  Walnut Creek, CA

Other Businesses

1) Licensed Insurance Agent; 1/2002 - Present; Appointed at various insurance companies; not investment-related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 2 hours per month, 2 hours per month during trading hours. 2) Fountain Springs HOA Board; Director at Large; 1/2012 - Present; not investment-related; located at 1661 Tice Valley Blvd, Suite 200, Walnut Creek, CA 94595; Approx. 2 hours per month, none during trading hours. Member of the Board and Finance Committee for Aldersly (Danish Assistant Living Community Center); Director at Large & Head of the investment Committee; 11/2019 - Present; not investment-related; located at 326 Mission Avenue, San Rafael, CA 94901; Approx. 4 hours per month, 4 during trading hours. 3) Ohana Opportunities LLC; Co-owner through holding company Frontier Wealth Strategies Inc. (Consulting and evaluating investment opportunities); 2/2021; investment related; located at 1990 N California Blvd, Suite 830, Walnut Creek, CA 94596; Approx. 1 hours per month, 1 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-10

Designations