Scott Hansen has been an investment adviser representative at Encompass Advisory Services since June 2022, and is not listed among the firm’s executive officers or direct owners.
Encompass Advisory Services, LLC is a Katy, TX firm with $121M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Scott Hansen is Investment Advisor of Encompass Advisory Services. He serves as an Investment Adviser Representative with the firm, specializing in helping families coordinate college planning with retirement and wealth planning. He began his career in financial services in 2002 and developed the Strategic College Blueprint™.
Scott Hansen’s longest registration was 7 years at Axa Advisors, LLC (2002–2009). Before joining Encompass Advisory Services in 2022, Scott Hansen was registered through Allstate Financial Advisors, LLC and Usaa Financial Planning Services.
- – present · 4 yearsKaty, TX · Adviser representative · Firm CRD 283574
- Allstate Financial Advisors, LLC– · 7 yearsCharles Town, WV · Adviser representative · Firm CRD 109524
- Usaa Financial Planning Services– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 106352
- Axa Advisors, LLC– · 7 yearsSan Antonio, TX · Adviser representative · Firm CRD 6627
Professional designations
Listed by Encompass Advisory Services
- Financial Services Certified Professional® (FSCP®)
Investment adviser representative registrations
Scott Hansen is registered as an investment adviser representative in Texas, since June 2022.
- TexasSince 26 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 28 May 2024 |
| Series 51 | Municipal Fund Securities Principal Examination | 28 May 2024 |
| Series 7TO | General Securities Representative Examination | 28 May 2024 |
| Series 52TO | Municipal Securities Representative Examination | 28 May 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 May 2002 |
| Series 66 | Uniform Combined State Law Examination | 22 April 2002 |
- Name
- General Securities Principal Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Scott Michael Hansen
- CRD
- 4510187
- Firm
- Encompass Advisory Services · CRD 283574
- Office
- 23114 SEVEN MEADOWS PARKWAY, Katy, TX 77494
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- easadvice.com
Where does Scott Hansen work?
Scott Hansen is an investment adviser representative registered through Encompass Advisory Services, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Scott Hansen a financial advisor?
Yes. Scott Hansen has a current investment-adviser registration in Texas, through Encompass Advisory Services since June 2022.
How many years of experience does Scott Hansen have?
Scott Hansen has 22 years in the financial industry, since December 2003, across 4 adviser firms.
What exams has Scott Hansen passed?
Scott Hansen has passed 7 licensing exams: the Series 66, Series 7, Series 65, Series 24, Series 51, Series 7TO and Series 52TO. The earliest, the Series 66, was passed in April 2002. FINRA credited Scott Hansen with the SIE, which began in October 2018.
Where did Scott Hansen work before Encompass Advisory Services?
Before Encompass Advisory Services, Scott Hansen was registered through Allstate Financial Advisors, LLC, July 2014 to October 2021; Usaa Financial Planning Services, December 2009 to October 2013; Axa Advisors, LLC, May 2002 to October 2009.
Where is Scott Hansen based?
Scott Hansen’s registered office is in Katy, TX.
Is Scott Hansen registered with FINRA?
No. Scott Hansen has no current broker registration.
How can I verify Scott Hansen’s record?
Search CRD 4510187 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Hansen’s full registration record.
