Eric Scott Hansen

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

• 03/2016 → 01/2017
  Ubm Inc.
  Santa Monica, CA
• 02/2017 → Present
  Sagepoint Financial
  Phoenix, Az, AZ

Previous Registrations

• 2017-02-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2017-02-07 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
• 2017-02-07 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
• 2013-05-22 → 2016-03-28
  Cetera Investment Advisers Llc
  El Segundo, CA
• 2008-08-01 → 2011-10-12
  Assetmark, Inc.
  Encino, CA
• 2005-09-16 → 2008-07-31
  Genworth Financial Asset Management, Inc
  Encino, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-15