Neal Hansen has been an investment adviser representative at Net Worth Advisory Group since November 2021, and is not listed among the firm’s executive officers or direct owners. Neal Hansen holds a Bachelor of Science in Personal Financial Planning from Utah Valley University and a Master of Financial Planning & Analytics from Utah Valley University.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
Neal Hansen is a Financial Advisor of Net Worth Advisory Group. He first joined the firm in 2015 as an intern. In 2017 he moved to Arizona, where he worked for Vanguard as a financial advisor until late 2021.
Neal Hansen’s longest registration is the current one, 4 years at Net Worth Advisory Group since 2021. Before joining Net Worth Advisory Group in 2021, Neal Hansen was registered through Vanguard Advisers, Inc.
- – present · 4 yearsSandy, UT · Adviser representative · Firm CRD 126983
- Vanguard Advisers, Inc.– · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 106715
Professional designations
Listed by Net Worth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Neal Hansen is registered as an investment adviser representative in Utah, since November 2021.
- UtahSince 29 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 August 2017 |
| Series 7 | General Securities Representative Examination | 14 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Neal Jones Hansen
- CRD
- 6751958
- Firm
- Net Worth Advisory Group · CRD 126983
- Office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- networthadvice.com
Where does Neal Hansen work?
Neal Hansen is an investment adviser representative registered through Net Worth Advisory Group, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Neal Hansen a financial advisor?
Yes. Neal Hansen has a current investment-adviser registration in Utah, through Net Worth Advisory Group since November 2021.
How many years of experience does Neal Hansen have?
Neal Hansen has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has Neal Hansen passed?
Neal Hansen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2017. FINRA credited Neal Hansen with the SIE, which began in October 2018.
Where did Neal Hansen work before Net Worth Advisory Group?
Before Net Worth Advisory Group, Neal Hansen was registered through Vanguard Advisers, Inc., August 2017 to November 2021.
Where is Neal Hansen based?
Neal Hansen’s registered office is in Sandy, UT.
Is Neal Hansen registered with FINRA?
No. Neal Hansen has no current broker registration.
Is Neal Hansen a CFP?
Net Worth Advisory Group lists Neal Hansen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Neal Hansen, CFP® MFPA biography, networthadvice.com
How can I verify Neal Hansen’s record?
Search CRD 6751958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Neal Hansen’s full registration record.
