Richard
Hansen

Mariner Platform Solutions

CRD#6121994
Investment Advisor
in Calabasas, CA

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About this Advisor

Richard Hansen is a certified financial planner and chartered financial analyst based out of Calabasas, California with a total of 1 year of relevant experience. Hansen currently works for Mariner Platform Solutions. During their career, Hansen has held roles at Kls Professional Advisors Group, LLC, Northern Trust, Adviceperiod, LLC, Rgh Wealth Advisors, LLC and Mariner Platform Solutions. Hansen is able to serve investors in California. Mariner Platform Solutions is a financial advisory company that has its headquarters in Leawood, KS. The investment advisory business has offices in 33 locations and a total of 75 people on staff. It manages $3 billion in assets among its 6,916 client accounts, making it one of the largest firms in the United States by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets. Mariner Platform Solutions performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on the type of financial services offered. Fees billed by Mariner Platform Solutions can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Calabasas, CA

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

CA Average: $2,243,162,756
Total Number of Employees

75

CA Average: 44
Total Number of Accounts

6,916

CA Average: 4,091
Average Account Size

$442,159

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Richard Hansen Work History

Richard has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rgh Wealth Advisors, LLC

2022 - Present (2 years)

Mariner Platform Solutions

2019 - 2022 (3 years)

Adviceperiod, LLC

2013 - 2019 (6 years)

Kls Professional Advisors Group, LLC

2012 - 2013 (1 year)

Northern Trust

*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 Richard 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 Mariner Platform Solutions

Branch Lawson
Athens, GA
Chadwick Canine
Wimberley, TX
Megan Logee
East Greenwich, RI
Brandon Berman
Agoura Hills, CA
Omar Morillo
Hollywood, FL
Richard Hansen
Calabasas, CA
Ian Murray
Ramsey, NJ
Erin Zylka
Leawood, KS

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.

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