Erik Hans Hansen

Employer firm

Vita Planning Group LLC CRD 312323

$83.7M regulatory AUM 63 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Vita Planning Group Llc

3313 Nw Sierra Drive, Camas, WA 98607 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-02-22
WA	RA	APPROVED	2021-02-22

CA RA
APPROVED

Since 2021-02-22
WA RA
APPROVED

Since 2021-02-22

Branch Locations

3313 Nw Sierra Drive, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vita Planning Group Llc	Vancouver	WA	01/2021	Present
Vita Insurance Associates, Inc	Mountain View	CA	07/2012	Present

01/2021 → Present

Vita Planning Group Llc

Vancouver, WA
07/2012 → Present

Vita Insurance Associates, Inc

Mountain View, CA

Other Businesses

FKR Properties, investment related: No, 977 Sand Iron Drive, Incline Village, NV 89451, Real estate management, 2 hours spent per month Please add the following OBA: VITA INSURANCE ASSOCIATES, INC. MOUNTAIN VIEW, CA. 07/2012. INSURANCE SALES. PRESIDENT; FIRM PROVIDES EXECUTIVE/EMPLOYEE BENEFITS. SPENDS 90% ASSOCIATED WITH THIS OBA.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-28

S65 Uniform Investment Adviser Law Examination

2020-12-28

Other Names

Erik Hansen

View on SEC IAPD