Walter John 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 Jan Capistrano, CA
• 11/2017 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2008-10-01 → 2017-12-12
  Cetera Wealth Services, Llc
  San Diego, CA
  El Segundo, CA
  San Juan Capistrano, CA
• 2007-09-25 → 2013-12-31
  Hansch Financial Group, Llc
  Rancho Santa Fe, CA
  Rancho Santa Fe, CA
  Rancho Santa Fe, CA
• 1999-03-01 → 2008-04-23
  Associated Securities Corp.
  Rancho Santa Fe, CA
  San Diego, CA
• 1999-03-01 → 2008-04-23
  Associated Planners Investment Advisory Inc
  Rancho Santa Fe, CA
• 2005-02-14 → 2005-12-31
  Hansch Financial Group, Llc
  Rancho Santa Fe, CA

Other Businesses

(1) REAL ESTATE BROKER POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1986 ADDRESS: 616 Camino Ynez, Solana Beach CA 92075, United States DESCRIPTION: CA REAL ESTATE AGENT FOR PERSONAL USE ONLY. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/1986 ADDRESS: 616 Camino Ynez, Solana Beach CA 92075, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (3) HANSCH FINANCIAL GROUP POSITION: Owner/Partner in firm NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1986 ADDRESS: Solana Beach CA 92075, United States DESCRIPTION: 50% OF DBA HANSCH FINANCIAL GROUP USED FOR MARKETING PURPOSES. (4) HANSCH FINANCIAL GROUP POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2022 ADDRESS: Solana Beach CA 92075, United States DESCRIPTION: Tax Planning Strategies to help reduce tax liabilities for clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-09-19

Other Names

• John Hansch