Karen Rachelle 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

• 11/2005 → 01/2024
  Woodbury Financial
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Juneau, AK

Previous Registrations

• 2005-11-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Anchorage, AK
  Anchorage, AK
  Juneau, AK
  Juneau, AK
• 2005-06-01 → 2005-11-18
  Equitable Advisors, Llc
  Anchorage, AK
• 2001-10-04 → 2005-06-01
  Mony Securities Corporation
  Anchorage, AK

Other Businesses

1) KAREN R. HANSEN, LUTCF; NONINVT REL; 1600 A ST #310, ANCHORAGE AK 99501; SELLS TRADTIONAL PRODUCTS THROUGH VARIOUS COMPANIES; OWNER; START 04/01/1991; 1 HR/MO; 1 HR/MO DURING TRADING; SELLS TRADITIONAL PRODUCTS THROUGH VARIOUS COMPANIES. 2) AK DEMOCRATIC PARTY POSITION: committee member NATURE: political organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 2602 Fairbanks Street, Anchorage AK 99503, United States DESCRIPTION: consulting 3) KAREN HANSEN - RENTAL INCOME POSITION: rental property owner NATURE: this OBA is in regards to my rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 999 Pacific St., #D-12, Oceanside CA 99024, United States DESCRIPTION: I am the owner of a rental property. 4) PROGRESS ALASKA POSITION: board member NATURE: This is a political organization - to enhance the cultural and economic status of the State of Alaska. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2022 ADDRESS: 1600 A St Ste 310, Anchorage AK 99501, United States DESCRIPTION: attend a monthly meeting virtually 5) AK DEMOCRATIC PARTY POSITION: committee member NATURE: political organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 2602 Fairbanks Street, Anchorage AK 99503, United States DESCRIPTION: volunteer

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-12
• S65 Uniform Investment Adviser Law Examination
  1999-12-27

Other Names

• Karen Rachelle Kincade