Raymond
Hansen

Independent Financial Partners

CRD#4810621
Investment Advisor
in West Des Moines, IA
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About this Advisor

Raymond Hansen is an investment advisor in West Des Moines, Iowa. Currently a registered financial advisor with Independent Financial Partners, Hansen has 14 years of experience as a financial advisor. Hansen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Hansen is registered to serve investors based out of Florida, Illinois, Ohio, Texas, Iowa and Pennsylvania. Over the course of their career, they have held roles at Princor Financial Services, Principal Life Insurance, Benefit Source Inc Financial, Lpl Financial LLC and Independent Financial Partners. Independent Financial Partners is located in West Des Moines, Iowa, and operates out of 277 locations in the nation. In aggregate, Independent Financial Partners manages $10 billion in assets throughout 35,966 client accounts and retains more than 606 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 35,964 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Independent Financial Partners can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5700 Westown Pkwy Suite 100
West Des Moines, IA 50266

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

IA Average: $1,855,561,029
Total Number of Employees

432

IA Average: 62
Total Number of Accounts

30,286

IA Average: 2,474
Average Account Size

$177,758

IA Average: $750,025

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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
  • Educational seminars/workshops

Raymond Hansen Work History

Raymond has 14 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2011 - Present (8 years)

Independent Financial Partners

2008 - 2011 (3 years)

Benefit Source Inc Financial

2004 - 2011 (7 years)

Princor Financial Services

2004 - 2010 (6 years)

Principal Life Insurance

Disclosures

Raymond Hansen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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