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Brett Dewayne Hansen

CFP®
CRD# 1498631·Registered 1986 - 2026
Previously Registered: Being a previously registered professional could mean that Brett is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Brett Dewayne Hansen, CFP® was a registered financial advisor. Brett was a previously registered financial professional and started their career in finance 1986 - 2026. Brett had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

40 years in the financial services industry

Current & Past Employments

DALE BUCKNER, INC.·CRD# 116342
RIA
Amarillo, TX
May 25, 2017 - March 9, 2026
DALE BUCKNER, INC.·CRD# 116342
RIA
Amarillo, TX
August 21, 2015 - April 27, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
BD
Amarillo, TX
November 10, 2014 - November 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
July 13, 1987 - November 7, 1988
E. F. HUTTON & COMPANY INC·CRD# 235
BD
May 21, 1986 - July 21, 1987

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Current Firm

DB
DALE BUCKNER, INC.

ASSET PLANNING GROUP | DALE BUCKNER, INC. DBA DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER, INC. | DALE BUCKNER, INC DBA DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER | ASSET PLANNING GROUP, INC.

CRD#: 116342 / SEC#: 801-110346

Contact Information

Main Address

301 S. Polk Suite 420, Amarillo, TX 79101

Mailing Address

P.o. Box 9700, Amarillo, TX 79105-9700

Phone Number

+1 (806) 358-7977

# of Employees

3

Documents

Latest Form ADV

Part 2 Brochures

DALE BUCKNER, INC. (4/17/2025)

Regulatory Assets Under Management

Total Number of Accounts

837

AUM (Assets Under Management)

$167,538,733

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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.

1.) DALE BUCKNER INC - INVESTMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - AMARILLO, TX - SINCE 10/2014 - INVESTMENT RELATED 2.) DALE BUCKNER, INC. - ADVISER - DBA NAME FOR MARKETING PURPOSES ONLY - AMARILLO, TX - SINCE 04/2014 - INVESTMENT RELATED

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2015About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2014About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2016About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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