Kaleen Rene Hansen

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → Present
  Sigma Financial Corp
  Ann Arbor, MI

Other Businesses

ANDERSON INSURANCE - INDEPENDANT CONTRACTOR 2 HRS PER WEEK, STARTED 10/1999 COMMISSION BASED WORK. SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES. ALL PRODUCTS ARE FIXED PRODUCTS. Fort Benton Realty, LLP: Inactive real estate license held with agency. DBA - Akela Investment Services, LLC, Great Falls, MT. Single member LLC. Entity name used for my financial services practice. Start date: 6/5/23. INV REL: Y

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-24
• S63 Uniform Securities Agent State Law Examination
  1998-05-07

Other Names

• Kaleen Phennicie