Nickie
Dally

Hansen & Associates Financial Group Inc

CRD#4738406
Investment Advisor
in Elk Grove, CA

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About this Advisor

Nickie Dally is a financial advisor based in Elk Grove, California, working with Hansen & Associates Financial Group Inc. Nickie has previously held positions at Blueprint Wealth Partners, LLC, National Gold Consultants, Blueprint Investments And Tax Planning, Cadger Tax And Financial, Hansen & Associates Financial Group, Inc, Virtue Capital Management, LLC, and Nick Dally Dba Pacific Crest Financial And Insurance Services. Nickie has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Nickie is part of Hansen & Associates Financial Group Inc, which operates out of Elk Grove, 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 selection of other advisers. The fee structure at Hansen & Associates Financial Group Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9381 E. Stockton Blvd
Elk Grove, CA 95624

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Hansen & Associates Financial Group Inc Brokerage Details

Total Assets Under Management

$204,488,383

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

1,114

CA Average: 3,727
Average Account Size

$183,562

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nickie Dally Work History

2021 - Present (3 years)

Cadger Tax And Financial

2021 - Present (3 years)

Hansen & Associates Financial Group, Inc

2018 - Present (6 years)

National Gold Consultants

1996 - Present (28 years)

Nick Dally Dba Pacific Crest Financial And Insurance Services

2019 - 2019 (< 1 year)

Blueprint Wealth Partners, LLC

2019 - 2021 (2 years)

Blueprint Investments And Tax Planning

2014 - 2019 (5 years)

Virtue Capital Management, LLC

Disclosures

Please visit the SEC profile of Nickie Dally 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

David Yelle
Sacramento, CA
Mark Hansen
Sacramento, CA
Wallace Darling
Sacramento, CA
Tracy Tamura
Sacramento, CA
Nickie Dally
Elk Grove, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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