Kevin Hyo-Bin Han

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 06/2007 → 03/2017
  Wells Fargo Bank, N.A.
  Brea, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Brea, CA
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Brea, CA
• 03/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Anaheim, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Anaheim, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Anaheim, CA
• 2017-03-03 → 2019-03-01
  Questar Asset Management, Inc.
  Anaheim, CA
  Minneapolis, MN
• 2011-01-03 → 2017-03-08
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Brea, CA
  Irvine, CA
  Newport Beach, CA
  Irvine, CA
  Irvine, CA
• 2008-05-26 → 2011-01-03
  Wells Fargo Investments, Llc
  Torrance, CA
  Manhattan Beach, CA
  Torrance, CA
  Brea, CA
  Anaheim, CA

Other Businesses

1. INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/08/2017 ADDRESS: 1240 N LAKEVIEW AVE SUITE 250 ANAHEIM, CA 92807 DESCRIPTION: Sales and servicing of Life, Health, and LTC insurance products. 2. THE CORBAN GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 03/01/2017 ADDRESS: 1240 N Lakeview Ave, Ste 250, Anaheim CA 92807, United States DESCRIPTION: Financial planning and advising , and maintaining accounts for existing clients. Marketing and networking for new clients to acquire assets. Life insurance, and tax referralis also part of the financial planning process.The Corban Group is the DBA used for these services, and The Korban Group is the parent/shell corporation. 3. CORNERSTONE FINANCIAL PLANNING POSITION: President NATURE: Business planning, and marketing for Kevin Han INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 118 N Orange Ave, Brea CA 92821, United States DESCRIPTION: This is a corporation that I set up for myself to separate the business planning and marketing of my practice, and does no business with any other individuals and/or entities. My duties include researching, and analyzing marketing trends and planning out the marketing for me to carry out through my financial advisor practice.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-23

Other Names

• Hyo-Bin Han