David
Yelle
Hansen & Associates Financial Group Inc
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About this Advisor
David Yelle is a financial advisor based in Sacramento, California, working with Hansen & Associates Financial Group Inc. David has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, and Hansen & Associates Financial Group Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, David is part of Hansen & Associates Financial Group Inc, which operates out of Sacramento, California. The firm has 3 employees and manages assets totaling $204.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Hansen & Associates Financial Group Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hansen & Associates Financial Group Inc Brokerage Details
$204,488,383
3
1,114
$183,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Yelle Work History
Hansen & Associates Financial Group Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of David Yelle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hansen & Associates Financial Group Inc
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
Elk Grove, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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