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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-22 |
Branch Locations
777 E. Tahquitz Canyon Way Suite 200-64, Palm Springs, CA 92262 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hansen Financial & Insurance Services, Llc | Palm Springs | CA | 08/2008 | Present |
| Summit Wealth Partners, Llc | Palm Springs | CA | 06/2016 | 01/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | 11/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 11/2024 | Present |
1.) HANSEN FINANCIAL & INSURANCE SERVICES, LLC; INVESTMENT-RELATED; 777 E TAHQUITZ CANYON WAY, SUITE 200-64, PALM SPRINGS, CA 92262; INSURANCE SALES AND SERVICE; PRESIDENT/OWNER; 08/2008; 120 HOURS PER MONTH; 120 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS 2.) HANSEN LOGISTIC, INC.; NONE INVESTMENT-RELATED; 9420 S 181ST AVE, GOODYEAR, AZ 85338; CONTRACTED INDEPENDENT SERVICE PROVIDER (ISP) FOR FEDEX GROUND; PRESIDENT/OWNER; START DATE: 11/13/2021; APPROX 40 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING HOURS; FINANCIAL MANAGEMENT, FINANCIAL OVERSIGHT AND RECORD KEEPING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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