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Jeffrey Wayne Hansen

LPl Financial LLC

Okemos, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-08-21
  • MI RA
    APPROVED
    Since 2023-08-21

Branch Locations

2277 Science Pkwy Suite 7, Okemos, MI 48864 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Financial Corporation Ann Arbor MI 09/2009 08/2023
Spc Ann Arbor MI 09/2009 08/2023
Lpl Financial Llc Okemos MI 08/2023 Present
  • 09/2009 → 08/2023
    Sigma Financial Corporation
    Ann Arbor, MI
  • 09/2009 → 08/2023
    Ann Arbor, MI
  • 08/2023 → Present
    Okemos, MI
Previous Registrations
  • 2009-09-28 → 2023-08-21
    Howell, MI
    Ann Arbor, MI
    Ann Arbor, MI
    Plymouth, MI
    Okemos, MI
  • 2010-11-09 → 2014-05-12
    Clinton Township, MI
  • 2008-11-06 → 2009-09-28
    Fsc Securities Corporation
    Milton, GA
    Howell, MI
  • 2004-10-11 → 2008-09-19
    Howell, MI
Other Businesses

1) 08/03/2023 - 124 Property LLC - Business Entity For Tax/Investment Purposes Only - Business Entity for real estate investment - MI 48843 - Non investment related - Start date: 01/01/2010. 2) 08/03/2023 - Non-Variable Insurance - Selling Group Life, Health, Vision, Dental, Short, and Long Term Disability - MI 48864 - Investment related - Start date: 08/01/2023. 3) 08/03/2023 - Notary - MI 48843 - Investment related - Start date: 08/01/2023. 4) 08/03/2023 - Summit Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 5) 08/03/2023 - Summit Financial Planning, LLC - Business Entity For Tax/Investment Purposes Only - No Activity - MI 48843 - Non investment related - Start date: 3/1/2021. 6) 08/03/2023 - Hansen and Hansen, INC - Business Entity For Tax/Investment Purposes Only - Pass-through for insurance business revenue - MI 48843 - Non investment related - Start date: 8/1/2023. 7) 08/03/2023 - DRW Properties. LLC - Real Estate Rental - MI 48843 - Non investment related - Start date: 8/1/2023. 8) 08/03/2023 - State Street Property, LLC - Real Estate Rental - MI 48843 - Non investment related - Start date: 8/1/2023. 9) 08/03/2023 - Cedar Street Property, LLC - Real Estate Rental - MI 49128 - Non investment related - Start date: 8/1/2023. 10) 08/03/2023 - Real Estate Rental - MI 49006 - Owner - Investment related - Start date: 8/1/2023. 11) 08/03/2023 - Hansen Financial Management, LLC - Business Entity For Tax/Investment Purposes Only - Unused - Ml 48864 - Non investment related - Start date: 8/1/2023. 12) 12/11/2025 - White Beard Asset Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/19/2025 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-03
  • S63 Uniform Securities Agent State Law Examination
    1992-08-03
Designations
Other Names
  • Jeffrey W Hansen
  • Jeffrey Wayne Hansen
  • Jeffrey Hansen

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