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Patrick Hansen

Investment adviser representative at Certior Financial Group in King of Prussia, PA

Investment adviser registrationUpdated

Patrick Hansen is an investment adviser representative at Certior Financial Group, LLC, an investment adviser managing $452M, and works from its King of Prussia, PA office. Patrick Hansen has been registered through Certior Financial Group since 1 November 2016, has 16 years in the industry across 2 firms and has passed the Series 6, Series 63 and Series 7.

16
Years in industry
9
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Patrick Hansen has been an investment adviser representative at Certior Financial Group since November 2016, and is not listed among the firm’s executive officers or direct owners.

Certior Financial Group, LLC is a King of Prussia, PA firm with $452M under management, 478 clients and 7 advisers across 3 offices, as of its March 2026 filing.

Patrick Hansen is Financial Adviser at Certior Financial Group. He works with clients on investment, insurance, tax and estate planning needs. He began his financial services career as a registered representative with Northwestern Mutual, working with families and individuals on risk management needs, and then moved to the Vanguard Group.

Patrick Hansen’s longest registration is the current one, 9 years at Certior Financial Group since 2016. Before joining Certior Financial Group in 2016, Patrick Hansen was registered through Voya Financial Advisors, Inc.

  1. – present · 9 years
    King of Prussia, PA · Adviser representative · Firm CRD 285502
  2. Voya Financial Advisors, Inc.
    – · 2 years
    King of Prussia, PA · Adviser representative · Firm CRD 2882

Credentials and registrations

Professional designations

Listed by Certior Financial Group

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Patrick Hansen is registered as an investment adviser representative in Pennsylvania, since November 2016.

  • PennsylvaniaSince 1 November 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 714 September 2015
Name
General Securities Representative Examination
Series 637 September 2010
Name
Uniform Securities Agent State Law Examination
Series 627 August 2010
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Patrick Kristofor Hansen
CRD
5750026
Firm
Certior Financial Group · CRD 285502
Office
20104 VALLEY FORGE CIRCLE, King of Prussia, PA 19406
Registration
Investment adviser registration
In the industry since
September 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Patrick Hansen work?

Patrick Hansen is an investment adviser representative registered through Certior Financial Group, LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Patrick Hansen a financial advisor?

Yes. Patrick Hansen has a current investment-adviser registration in Pennsylvania, through Certior Financial Group since November 2016.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Patrick Hansen have?

Patrick Hansen has 16 years in the financial industry, since September 2010, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Patrick Hansen passed?

Patrick Hansen has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in August 2010. FINRA credited Patrick Hansen with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Patrick Hansen work before Certior Financial Group?

Before Certior Financial Group, Patrick Hansen was registered through Voya Financial Advisors, Inc., October 2014 to October 2016.

Source: IAPD individual record, checked 23 October 2026

Where is Patrick Hansen based?

Patrick Hansen’s registered office is in King of Prussia, PA.

Source: IAPD individual record, checked 23 October 2026

Is Patrick Hansen registered with FINRA?

No. Patrick Hansen has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

Is Patrick Hansen a CFP?

Certior Financial Group lists Patrick Hansen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Patrick Hansen biography, certiorfinancial.com

How can I verify Patrick Hansen’s record?

Search CRD 5750026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Hansen’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Certior Financial Group

Sources

  1. IAPD individual record, CRD 5750026, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Certior Financial Group, LLC, filed 11 March 2026. Executive officers and direct owners; this person is not among them.
  3. Certior Financial Group team page. Biography, education, credentials, awards.