David
Yelle
Hansen & Associates Financial Group Inc
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About this Advisor
David Yelle is a financial advisor working out of Sacramento, California with a total of 8 years of industry experience. Yelle is an employee of Hansen & Associates Financial Group Inc. Their career trajectory has included roles at Seeking Alpha, Principal Life Insurance Company, Princor Financial Services Corporation and Hansen & Associates Financial Group Inc. Yelle holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California. Hansen & Associates Financial Group Inc is a company that has its headquarters in Sacramento, CA. It controls $196 million in assets under management among its 1,177 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,177 accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. Hansen & Associates Financial Group Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on which service is offered. However, fee types billed by Hansen & Associates Financial Group Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hansen & Associates Financial Group Inc Brokerage Details
$196,197,062
4
1,177
$166,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Yelle Work History
David has been registered as a financial advisor for 8 years.*
Hansen & Associates Financial Group Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Seeking Alpha
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Elk Grove, CA
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