Vice President Financial Consultant@ D.A. Davidson Companies
Billings, Montana, United States
Carl A Hansen, CFP®, CWS®
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College for Financial Planning
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FlashIntel GPTCarl A Hansen, CFP(r), CWS(r) is a highly experienced Financial Consultant with 25.9 years of work experience. Based in the United States, he combines his expertise with the resources of D.A. Davidson & Co. to provide clients with financial and investment services. His services include financial planning, estate planning, portfolio management, IRAs, retirement and pension plan services, managed assets programs, college planning, OTC and listed securities, government securities, municipal and corporate bonds, insured brokenred certificates of deposit, money market funds, mutual funds, trust planning through Davidson Trust Co., in-house research, DADVANTAGE Complete Cash Management, Prestige Account benefits, loans on securities, bank insure
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About
As a Financial Consultant, my experience combines with the resources of D.A. Davidson & Co. To provide clients with financial and investment services for every phase of their financial lives. Services include: • Financial planning • Estate planning • Portfolio management • IRAs, retirement and pension plan services • Managed assets programs • College planning • OTC and listed securities • Government securities • Municipal and corporate bonds • Insured brokered certificates of deposit • Money market funds • Mutual funds • Trust planning through Davidson Trust Co. • In-house research • DADVANTAGE Complete Cash Management • Prestige Account benefits • Loans on securities • Securities gift certificates • Bank Insured Deposit Program • Insurance and AnnuitiesSpecialties: For a full profile, go to my website: http://www.carlhansencfp.com/
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Vice President Financial Consultant
Vice President Financial Consultant
Financial Services
Carl A Hansen, CFP®, CWS®'s Professional Milestones
- Vice President Financial Consultant (1998-01-01~): Driving strategic financial advice and improving clients' financial performance through strategic planning and implementation.
- Vice President Financial Consultant (1998-01-01~): Developed comprehensive financial strategies to optimize profitability and drive sustainable growth.
Education
Financial Planning
2003-2005Certification
Colleagues
Tina R. Hart, PMP®, PSM, PSPO, SSGB
technology and project management professional - b s project management pmp certified certified scrum master product owner itil six sigma green belt agile mindset
Jim Kerr
Retired President | Chief Executive Officer
Amy Anastasoff
Chief Operating Officer Fixed Income Capital Markets
Larry Martinez
Chairman | Chief Executive Officer
Matt Coyne
Senior Vice President Chief Operating Officer
Other Named Carl A Hansen, CFP®, CWS®
Frequently asked questions
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Carl A Hansen, CFP®, CWS® works for D.A. Davidson Companies
Carl A Hansen, CFP®, CWS®'s role in D.A. Davidson Companies is Vice President Financial Consultant
Carl A Hansen, CFP®, CWS® works in the industry of Financial Services
Carl A Hansen, CFP®, CWS®'s colleagues are Tina R. Hart, PMP®, PSM, PSPO, SSGB,Jim Kerr,Amy Anastasoff
Carl A Hansen, CFP®, CWS®'s latest job experience is Vice President Financial Consultant at D.A. Davidson Companies
Carl A Hansen, CFP®, CWS®'s latest education in College for Financial Planning
