Karl Erik 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1979 → Present
  Vita Insurance Associates, Inc.
  Mountain View, CA
• 08/1979 → Present
  Karl Erik Hansen
  Mountain View, CA
• 03/2002 → 08/2020
  Liberty Group, Llc
  Oakland, CA
• 06/1997 → 03/2019
  Beneplus Insurance Services
  Lafayette, CA
• 08/2020 → 07/2021
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → 04/2021
  Liberty Wealth Management, Llc
  Mountain View, CA
• 11/2020 → Present
  Vita Planning Group Llc
  Vancouver, WA

Previous Registrations

• 2018-05-17 → 2021-04-01
  Liberty Wealth Management, Llc
  Mountain View, CA
  Oakland, CA
• 2008-10-21 → 2018-10-10
  Liberty Group, Llc
  Mountain View, CA
  Oakland, CA
  Mountain View, CA
  Oakland, CA
• 2003-07-02 → 2008-05-30
  Liberty Group, Llc
  Mountain View, CA

Other Businesses

VITA INSURANCE ASSOCIATES, INC. MOUNTAIN VIEW, CA. 08/1979. INSURANCE SALES. CEO/OWNER; FIRM PROVIDES EXECUTIVE/EMPLOYEE BENEFITS. SPENDS 70% ASSOCIATED WITH THIS OBA. Rental Properties; 1.235 Palo Alto Ave. Mtn. View, CA 94040 2.3470 GS Richards Blvd. Carson City, NV 89701, 3.10 Wailea Ekolu Village #1105 Wailea, HI 96753; Nature of Business-Real Estate Investment; Investment Related-Personal Investment,; Position- Co-owner,Owner Co-Owner, Start Date: Sept 2013,July 2021,May 2015; Approximate Hours Per Month: 4, Number of hours devoted during security trading hours/month: 2 Smith Villas HOA; Not Investment Related-FKR Holding; Nature of Business: Community HOA; Position: Director; Start Date: December 2019; Approximate Hours/month: 2; Number of hours devoted during security trading hours/month: 0 Orchards HOA; Not Investment Related-FKR Holding; Nature of Business: Community HOA; Position: President; Start Date: December 2019; Approximate Hours/month: 4; Number of hours devoted during security trading hours/month: 0 Member; K&M Property Management, LLC; Investment Related: No; 977 Sand Iron Dr Incline Village NV 89451 USA; Description of the business: Commercial Property Management Oversight; Responsibilities Duties: Monthly Assessment of Financial Results; Start date with business: 2021-09-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 4. Managing Member; FKR Properties, LLC; Investment Related: No; 977 Sand Iron Drive Incline Village NV 89451 USA; Description of the business: Commercial and Residential Property Investment and Management; Responsibilities Duties: Financial Oversight; Start date with business: 2021-02-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 75.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-08
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Designations

• Chartered Financial Consultant

Other Names

• Karl E Hansen