Nicolaus
Hansen
Wealthsource®
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About this Advisor
Nicolaus Hansen is a financial advisor who works out of Grand Junction, Colorado with a total of 1 year of relevant experience. Hansen is currently employed by Wealthsource®. The advisor has gained experience at Argus Event Staffing, LLC, Uber Technologies, Inc, Hobnob Events And Festivals, Metropolitan State University Of Denver, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Wealthsource Partners, LLC and Fedex Corporation. Hansen has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado. Wealthsource® is a registered investment company that has its headquarters in San Luis Obispo, CA. It has offices in 39 locations and a total of 71 financial advisors. It oversees $2 billion in total assets across its 6,375 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 6,375 accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Wealthsource® performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. However, fees billed by Wealthsource® can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nicolaus Hansen Work History
Nicolaus has been registered as a financial advisor for 1 years.*
Wealthsource Partners, LLC
Fedex Corporation
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Hobnob Events And Festivals
Uber Technologies, Inc
Argus Event Staffing, LLC
Metropolitan State University Of Denver
Student
*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 Nicolaus Hansen 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 Wealthsource®
Mission Viejo, CA
San Luis Obispo, CA
Denver, CO
Grand Junction, CO
Grand Junction, CO
Castle Rock, CO
Old Greenwich, CT
Boulder, CO
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