Hansen Financial Services

CONNECT

Address:

1325 Satellite Blvd., Suite 1406
Suwanee, GA 30024

Phone:

(678) 407-4445

About Us - Background and Qualifications

Jerry Hansen, CFP®, CRPC®, ChFC®, MBA, LPL Registered Principal

Jerry Hansen is a CERTIFIED FINANCIAL PLANNER ™, professional, with 25+ years of experience in the financial services industry. As President of Hansen Financial Services (HFS), he is also a Registered Principal and Registered Investment Representative with LPL Financial. Jerry’s clients consist of retirees, pre-retirees (age 50+), executives, and other professionals. 

Jerry received his BBA from the University of Wisconsin (Eau Claire) and his MBA from The University of Pittsburgh. He has been a CFP® since 2004 and he also holds other professional designations. His personal hobbies include traveling, reading, chess, college football (SEC & Big 10), fishing and biking. He and his wife moved to Atlanta in 1997. He is originally from the midwest and previously lived in Wisconsin, Cincinatti, Philadelphia and Pittsburg.  

Jerry is powered by LPL Financial, the nation’s largest independent brokerage firm.* LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and Securities Investor Protection Corporation (SIPC). Unlike many other Wall Street firms, LPL Financial does not offer their own investment products, so they are objective in their research and outlook. 

Before joining LPL Financial Jerry worked with both Raymond James Financial and Merrill Lynch (recognized as a President’s Club member** with Merrill Lynch in 2000). He was also awarded the Five Star Wealth Manager Award in  2015, 2016, 2017 & 2018. ***

Professional Profile:

Securities registered since 1983

 

Certified Financial Planner, CFP®
Certified Retirement Planning Counselor, CRPC®
Certified Financial Consultant, ChFC®
BBA, University of Wisconsin (1981)
MBA, University of Pittsburgh, Katz School of Business (1995)

 


Registrations:

Series 7
Series 9
Series 10

Series 24
Series 63
Series 65

Registrations are held with LPL Financial.

Also licensed for: Life, Long Term Care, Annuity and Health Insurance.

 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

**Merrill Lynch President’s Club recognition is based primarily upon the production of the advisor.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2015, 2016, 2017& 2018 Five Star Wealth Managers.