Ross B. Hansen
U.S. BANCORP ADVISORS
Oceanside, CA 92054
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CRD#: 1726079
Professional summary
Ross Bentley Hansen, CFP®, who also goes by Ross B Hansen, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Oceanside, California.
Ross is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Ross has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Ross B Hansen
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ross Bentley Hansen's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ross Bentley Hansen's 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: 2012
Experience
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 2733 Vista Way, Oceanside, CA 92054Office #2: 4136 Oceanside Blvd, Oceanside, CA 92056Office #3: 165 Old Grove Rd, Oceanside, CA 92057Office #4: 840 S Coast Hwy, Oceanside, CA 92054RIA
BD
CRD#: 14455
Oceanside, CA
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 2733 Vista Way, Oceanside, CA 92054Office #2: 4136 Oceanside Blvd, Oceanside, CA 92056Office #3: 165 Old Grove Rd, Oceanside, CA 92057Office #4: 840 S Coast Hwy, Oceanside, CA 92054RIA
BD
CRD#: 14455
Oceanside, CA
Past
October 30, 2023 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
Oceanside, CA
Past
October 30, 2023 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
Oceanside, CA
Past
July 30, 2019 - November 1, 2023
EDWARD JONES
RIA
CRD#: 250
San Marcos, CA
Past
July 29, 2019 - November 1, 2023
EDWARD JONES
BD
CRD#: 250
San Marcos, CA
Past
June 6, 2018 - July 30, 2019
PURE FINANCIAL ADVISORS, LLC
RIA
CRD#: 144316
SAN DIEGO, CA
Past
February 24, 2017 - December 31, 2017
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Irvine, CA
Past
February 10, 2017 - May 25, 2018
ALPHA CUBED INVESTMENTS, LLC
RIA
CRD#: 159347
IRVINE, CA
Past
June 1, 2009 - February 21, 2017
MORGAN STANLEY
RIA
CRD#: 149777
CARLSBAD, CA
Past
June 1, 2009 - February 21, 2017
MORGAN STANLEY
BD
CRD#: 149777
CARLSBAD, CA
Past
August 17, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SAN DIEGO, CA
Past
August 17, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SAN DIEGO, CA
Past
February 22, 2006 - August 22, 2007
RAYMOND J. LUCIA COMPANIES, INC.
RIA
CRD#: 115670
SAN DIEGO, CA
Past
February 8, 2006 - August 22, 2007
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAKE OSWEGO, OR
Past
September 13, 2005 - October 11, 2005
KEN STERN & ASSOCIATES INC
RIA
CRD#: 110092
SAN DIEGO, CA
Past
May 18, 2005 - October 4, 2005
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
June 15, 1989 - November 29, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
August 13, 1988 - April 27, 1989
THE STUART-JAMES COMPANY, INCORPORATED
BD
CRD#: 11691
Past
August 20, 1987 - June 3, 1988
LEHMAN BROTHERS INC.
BD
CRD#: 7506
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".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/13/2026)
RR
California(2/13/2026)
IAR
California(2/13/2026)
RR
Florida(2/16/2026)
RR
Maine(2/13/2026)
RR
Missouri(2/13/2026)
RR
Texas(2/13/2026)
IAR
Texas(2/13/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/9/1991
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
800 N Brand Blvd. 16th Floor 16th Floor, Glendale, CA, 91203
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE MEMBER | |
| BEJASA, EILEEN | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS | 7002808 |
| CANEVA, DANIEL CESAR | SVP CHIEF OPERATIONS OFFICER | 1686099 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER | 5829700 |
| ELY, JAMES EUGENE JR. | SENIOR VICE PRESIDENT - SALES | 1843373 |
| FERGUSON, KIMBERLY NICOLE | CHIEF EXECUTIVE OFFICER AND MANAGER | 4120145 |
| LAWLOR, BETH DEDRICK | EXECUTIVE VICE PRESIDENT | 5352662 |
| ROLLAND, JODI THOMPSON | MANAGER | 2290884 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER | 5025315 |
| TRIPLETT, SHANE T | INSTITUTIONAL SALES MANAGER | 1865319 |
Regulatory assets under management
| Total Number of Accounts | 3,905 |
| AUM (Assets Under Management) | $ 1,516,483,817 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 08/20/2024 | ||
| 11/28/2023 | ||
| 11/21/2023 |
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.
