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.
- – present · 13 yearsRoseville, CA · Adviser representative · Firm CRD 168363
- Hansen & Frontiera Financial Group, Inc– · 2 yearsRoseville, CA · Adviser representative · Firm CRD 157927
- MML Investors Services, Inc.– · 9 yearsSacramento, CA · Adviser representative · Firm CRD 10409
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
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 20 October 2016 |
| Series 7 | General Securities Representative Examination | 19 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 December 1989 |
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Steven Hansen
- CRD
- 2019098
- Firm
- Hansen & Associates Financial Group · CRD 168363
- 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
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.
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.
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.
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.
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.
Where is Mark Hansen based?
Mark Hansen’s registered office is in Roseville, CA.
Is Mark Hansen registered with FINRA?
No. Mark Hansen has no current broker registration.
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.
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.
