John
Hanson
Lion Street Advisors, LLC
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About this Advisor
John Hanson is a chartered financial consultant working out of Austin, Texas. Hanson is on the advisory team at Lion Street Advisors, LLC. The advisor has gained experience at The Leaders Group Inc, Rational Life, Lion Street Financial, Rational Financial Group, Merrill Lynch, Interstate Insurance Distributors, Highland Capital and Investacorp Inc. Hanson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Lion Street Advisors, LLC is a firm that has its headquarters in Austin, TX. It has offices in 27 locations and a total of 146 advisors. It oversees $1 billion in total assets between its 4,709 client accounts, making it one of the largest firms in the nation by assets under management. Of its 4,709 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. Lion Street Advisors, LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Lion Street Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
John Hanson Work History
John has been registered as a financial advisor for 0 years.*
Lion Street Financial
Rational Life
The Leaders Group Inc
Investacorp Inc
Highland Capital
The Leaders Group Inc
Merrill Lynch
Rational Financial Group
Interstate Insurance Distributors
*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 John Hanson 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 Lion Street Advisors, LLC
Philadelphia, PA
Austin, TX
Austin, TX
Lake Oswego, OR
Bellevue, WA
San Ramon, CA
Austin, TX
Austin, TX
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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