Patrick
Hansen
Certior Financial Group, LLC
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About this Advisor
Patrick Hansen is a certified financial planner who works in King Of Prussia, Pennsylvania who has 7 years of industry experience. Hansen is an advisor for Certior Financial Group, LLC. Throughout their career, they have worked at The Vanguard Group, Inc, Voya Financial Advisors, Kantor Financial Group, LLC and Mutual Securities, Inc. Hansen maintains a Series 63 license, certifying them as a securities representative, and is able to serve investors in Pennsylvania. Certior Financial Group, LLC is a firm that has its headquarters in King Of Prussia, PA. It has a total of 10 employees. It has $240 million in assets among its 1,243 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,243 client accounts, 36% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on which service is provided. However, fees billed by Certior Financial Group, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$240,401,702
10
1,243
$193,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick Hansen Work History
Patrick has been registered as a financial advisor for 7 years.*
Kantor Financial Group, LLC
Mutual Securities, Inc
Voya Financial Advisors
The Vanguard Group, Inc
*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 Patrick 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 Certior Financial Group, LLC
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
