David Karl Hansch

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 11/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2014 → Present
  Hansch Financial Group
  San Juan Capistrano, CA
• 11/2017 → Present
  Independent Financial Group
  San Juan Capistrano, CA

Previous Registrations

• 2008-05-05 → 2017-12-12
  Cetera Wealth Services, Llc
  El Segundo, CA
  San Juan Capistrano, CA
• 2007-09-21 → 2013-12-31
  Hansch Financial Group, Llc
  Dana Point, CA
• 2001-12-14 → 2008-04-23
  Associated Planners Investment Advisory Inc
  San Juan Capistrano, CA
• 2005-02-14 → 2005-12-31
  Hansch Financial Group, Llc
  San Juan Capistrano, CA

Other Businesses

(1) HANSCH FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/1984 ADDRESS: 27602 Silvercreek Drive, San Juan Capistrano CA 92675, United States DESCRIPTION: 50% OWNER OF DBA HANSCH FINANCIAL GROUP USED TO MARKET SECURITIES AND ADVISORY SERVICES. (2) GRAND LODGE FREE AND ACCEPTED MASONS OF CA INVESTMENT COMMITTEE POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2019 ADDRESS: 1650 E. Old Badillo Street, Covina CA 91724, United States DESCRIPTION: Grand Lodge Free and Accepted Masons of CA Member of the Investment Committee. (3) SADDLEBACK LAGUNA MASONIC LODGE POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2014 ADDRESS: 23685 Birtcher Drive, Lake Forest CA 92630, United States DESCRIPTION: Chairman of the Investment Committee of Saddleback Laguna Masonic Lodge (4) DAVID K. HANSCH POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/1978 ADDRESS: 27602 Silvercreek Drive, San Juan Capistrano CA 92675, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-09-13

Designations

• Certified Financial Planner