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LH

Laurence T. Hanslits

THE H GROUP
SALEM, OR 97301
Some features on this profile are disabled
CRD#: 1342285
LH

Professional summary


Laurence Thomas Hanslits, CFP®, who also goes by Lawrence Thomas Hanslits, is a registered financial advisor currently at THE H GROUP, INC. located in Salem, Oregon.

Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Laurence has worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Business Succession Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes

Aliases


Lawrence Thomas Hanslits

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laurence Thomas Hanslits'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®

Start date: 1989

Experience


Current

July 25, 1997 - Present

THE H GROUP, INC.

Office #1: 500 Liberty Street Se #310, Salem, OR 97301
RIA
CRD#: 106801
SALEM, OR
Past

December 17, 1985 - December 31, 2005

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 21, 1985 - January 4, 1986

WADDELL & REED

BD
CRD#: 866

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".
TH
THE H GROUP, INC.
THE H GROUP, INC.

CRD#: 106801 / SEC#: 801-39523

RIA
Registered Investment Advisory firm - (7/18/1991 Approved)

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
Oregon
(7/25/1997)

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TH
THE H GROUP, INC.
THE H GROUP, INC.

CRD#: 106801 / SEC#: 801-39523

RIA
Registered Investment Advisory firm - (7/18/1991 Approved)
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Contact information


Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE H GROUP, ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts1,849
AUM (Assets Under Management)$ 580,107,747

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.

Company Information


THE H GROUP, INC.

CRD#: 106801Salem, OR 97301

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Contact information


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