Sean R Hansen

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2017-01-18

IN RA
APPROVED

Since 2017-01-18

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Cfd Investments Inc	Kokomo	IN	09/2013	12/2016
Creative Financial Designs	Kokomo	IN	09/2013	12/2016
Charles Schwab & Co., Inc.	Indianapolis	IN	01/2017	Present

09/2013 → 12/2016

Cfd Investments Inc

Kokomo, IN
09/2013 → 12/2016

Creative Financial Designs

Kokomo, IN
01/2017 → Present

Charles Schwab & Co., Inc.

Indianapolis, IN

Previous Registrations

2013-09-19 → 2016-12-31

Creative Financial Designs, Inc.

Kokomo, IN

Other Businesses

Rental Property; Owner; Start Date: 01/01/2017; Indianapolis; IN; Own one single family home that is rented; Generally less than 20 hours per month; Not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-19
S63	Uniform Securities Agent State Law Examination	2010-05-14

S65 Uniform Investment Adviser Law Examination

2013-09-19
S63 Uniform Securities Agent State Law Examination

2010-05-14

Designations

Certified Financial Planner

Other Names

Sean Roger Hansen

View on SEC IAPD