Grant Allan Hansen

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2016 → Present
  Independent Financial Group, Inc.
  San Jose, CA

Previous Registrations

• 2010-06-21 → 2016-02-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Other Businesses

(1) RENTAL PROPERTY POSITION: Joint owner of property with my wife. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 328 14th Street, Huntington Beach CA 92648, United States DESCRIPTION: (1) 100% OWNER OF RESIDENTIAL RENTAL PROPERTY SINCE 2017. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED IN SAN DIEGO CA. (2) TOWER ROAD FINANCIAL POSITION: This a DBA only. NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2016 Address: 1165 Mariposa Avneue, San Jose CA 95126, United States DESCRIPTION: IAR AND REGISTERED REPRESENTATIVE AT DBA USED FOR MARKETING PURPOSES (3) 3722 S LAS VEGAS BLVD POSITION: Joint owner of 2nd home and part-time rental property with my wife, Gloria Jacobson. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 328 14th Street, Huntington Beach CA 92648, United States DESCRIPTION: Part-time rental of our vacation property. This will be on a sporadic and occasional basis, we are not intending to turn a profit in this endeavor.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-24