Dyanne M. Ross-hanson

E-WEALTH PARTNERS

Minnetonka, MN 55343

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CRD#: 1017504

Professional summary

Dyanne Michelle Ross-hanson, CFP®, who also goes by Dyanne Michelle Ross, Dyanne Michelle Rosshanson, is a registered financial advisor currently at E-WEALTH PARTNERS located in Minnetonka, Minnesota.

Dyanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Dyanne has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dyanne Michelle Ross | Dyanne Michelle Rosshanson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Exit Planning Strategies, LLC; Investment Related: No; Address: 700 Hall Avenue White Bear Lake MN 55110; Nature of Business: Exit Planning consulting for business owners; Position, Title or Relationship: Founder - President; Start Date: 8/30/2005; Hours per month: 100; Hours per month during trading hours: 100 Duties: Business Exit/Transition Consulting and Insurance Applications

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dyanne Michelle Ross-hanson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

January 6, 2025 - Present

E-WEALTH PARTNERS

Office #1: 12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

RIA

CRD#: 327053

Minnetonka, MN

Past

April 27, 2016 - December 31, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Woodbury, MN

Past

July 1, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Woodbury, MN

Past

January 25, 2006 - December 31, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Woodbury, MN

Past

March 29, 1994 - August 30, 2005

MARATHON ADVISORS, INC

RIA

CRD#: 113696

MINNEAPOLIS, MN

Past

June 18, 1991 - August 16, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

September 21, 1988 - August 16, 2005

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

Past

July 29, 1983 - September 21, 1988

CONSOLIDATED RESOURCES, INC.

CRD#: 13747

Past

December 11, 1981 - July 27, 1983

IRG SECURITIES, INC.

CRD#: 4182

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/2/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Current Firm

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

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Contact information

Main Address

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

Mailing Address

Phone number

(952) 800-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 112,857,307

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dyanne M. Ross-hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dyanne Michelle Ross-hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

CONSOLIDATED RESOURCES, INC.

IRG SECURITIES, INC.

Primary Firm SEC Registration

E-WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/1982

SIE

Date: 10/1/2018

Series 7

Date: 11/21/1981

Current Firm

E-WEALTH PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

E-WEALTH PARTNERS

TRUST BUT VERIFY

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