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Mark Hansen, portrait

Mark Hansen

CEO/COO/CCO at Hansen & Associates Financial Group in Roseville, CA

Investment adviser registrationUpdated

Mark Hansen is CEO/COO/CCO of Hansen & Associates Financial Group Inc., an investment adviser managing $202M, and works from its Roseville, CA office. Mark Hansen has been registered as an investment adviser representative through Hansen & Associates Financial Group since 25 September 2013, has 35 years in the industry across 3 firms and has passed the Series 6, Series 63, Series 7 and Series 3.

35
Years in industry
13
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Mark Hansen has been CEO/COO/CCO of Hansen & Associates Financial Group since July 2013, is a control person of the firm and directly owns 75% or more of it.

Hansen & Associates Financial Group Inc. is a Roseville, CA firm with $202M under management, 537 clients and 3 advisers across 2 offices, as of its May 2026 filing.

Mark Hansen is President/Co-Founder of Hansen & Associates Financial Group, Inc., and founded the firm. He has been providing financial services since 1989, specializing in comprehensive financial planning and asset management. The firm developed a proprietary tactical asset management strategy that it also provides to other investment advisors as a third-party asset manager.

Mark Hansen’s longest registration is the current one, 13 years at Hansen & Associates Financial Group since 2013. Before joining Hansen & Associates Financial Group in 2013, Mark Hansen was registered through Hansen & Frontiera Financial Group, Inc and MML Investors Services, Inc.

  1. – present · 13 years
    Roseville, CA · Adviser representative · Firm CRD 168363
  2. Hansen & Frontiera Financial Group, Inc
    – · 2 years
    Roseville, CA · Adviser representative · Firm CRD 157927
  3. MML Investors Services, Inc.
    – · 9 years
    Sacramento, CA · Adviser representative · Firm CRD 10409

Credentials and registrations

Professional designations

Listed by Hansen & Associates Financial Group

  • Chartered Financial Consultant (ChFC)
  • Certified Financial Planner™ Professional (CFP)

Investment adviser representative registrations

Mark Hansen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2013; the most recent is Texas, in October 2021.

  • CaliforniaSince 25 September 2013
  • TexasResidentSince 30 October 2021

Examinations

Series 320 October 2016
Name
National Commodity Futures Examination
Series 719 June 2000
Name
General Securities Representative Examination
Series 6324 May 1991
Name
Uniform Securities Agent State Law Examination
Series 628 December 1989
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Mark Steven Hansen
CRD
2019098
Role
CEO/COO/CCO
Office
2271 LAVA RIDGE COURT, SUITE 200, Roseville, CA 95661
Registration
Investment adviser registration
In the industry since
June 1991
Disciplinary history
Not yet shown here · SEC record
Firm bio
hansenfg.com

Common questions

Where does Mark Hansen work?

Mark Hansen has been CEO/COO/CCO of Hansen & Associates Financial Group Inc. since July 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 May 2026

Is Mark Hansen a financial advisor?

Yes. Mark Hansen has a current investment-adviser registration in California and Texas, through Hansen & Associates Financial Group since September 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Mark Hansen have?

Mark Hansen has 35 years in the financial industry, since June 1991, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Mark Hansen passed?

Mark Hansen has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 3. The earliest, the Series 6, was passed in December 1989.

Source: IAPD individual record, checked 22 October 2026

Where did Mark Hansen work before Hansen & Associates Financial Group?

Before Hansen & Associates Financial Group, Mark Hansen was registered through MML Investors Services, Inc., October 2000 to April 2010.

Source: IAPD individual record, checked 22 October 2026

Where is Mark Hansen based?

Mark Hansen’s registered office is in Roseville, CA.

Source: IAPD individual record, checked 22 October 2026

Is Mark Hansen registered with FINRA?

No. Mark Hansen has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Mark Hansen a CFP?

Hansen & Associates Financial Group lists Mark Hansen with the CFP credential (“Certified Financial Planner™ Professional (CFP)”) on its website. CFP Board confirms certification status.

Source: Mark Hansen, ChFC, CFP biography, hansenfg.com

How can I verify Mark Hansen’s record?

Search CRD 2019098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Hansen’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 2019098, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hansen & Associates Financial Group Inc., filed 13 May 2026. Title, control and ownership bands.
  3. Hansen & Associates Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.