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LH

Lawrence A. Hansen

CAPITAL PLANNING ADVISORS LLC
Roseville, CA 95661
Some features on this profile are disabled
CRD#: 2222839
LH

Professional summary

Lawrence Arthur Hansen, who also goes by Larry Hansen, is a registered financial advisor currently at CAPITAL PLANNING ADVISORS LLC located in Roseville, California.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Lawrence has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Larry 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.
COMPANY: CAPITAL INDEPENDENT INSURANCE SERVICES, LLC INVESTMENT RELATED: NO ADDRESS: 1420 ROCKY RIDGE DR., STE 140, ROSEVILLE, CA 95661 NATURE OF THE BUSINESS: INSURANCE SERVICES TITLE: PARTNER & FOUNDER START DATE: 2/21/2013 TIME SPENT: 5 HRS/MO. 5 HRS/MO. DURING SECURITIES TRADING HOURS DUTIES: REVIEW AND ANALYZE NEEDS OF BUSINESS OR INDIVIDUAL CLIENTS AND PROVIDE SUITABLE PROTECTION PLANS TO MEET THEIR NEEDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Arthur Hansen'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®
None

Experience

Current

March 3, 2014 - Present

CAPITAL PLANNING ADVISORS LLC

Office #1: 1420 Rocky Ridge Drive #140, Roseville, CA 95661
RIA
CRD#: 170266
Roseville, CA
Past

February 28, 2014 - October 31, 2016

AVISEN WEALTH MANAGEMENT, INC.

BD
CRD#: 125977
Roseville, CA
Past

September 29, 2006 - February 28, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
SACRAMENTO, CA
Past

September 29, 2006 - February 28, 2014

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
SACRAMENTO, CA
Past

March 23, 2001 - January 17, 2006

NETWORK PLANNING ADVISORS, L.L.C.

RIA
CRD#: 109000
SACRAMENTO, CA
Past

December 3, 1992 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

December 3, 1992 - October 3, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SACRAMENTO, CA

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".
CP
CAPITAL PLANNING ADVISORS LLC
CAPITAL PLANNING ADVISORS LLC

CRD#: 170266 / SEC#: 801-79170

RIA
Registered Investment Advisory firm - (2/28/2014 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
California
(3/3/2014)
IAR
Texas
(9/22/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/8/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/30/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CP
CAPITAL PLANNING ADVISORS LLC
CAPITAL PLANNING ADVISORS LLC

CRD#: 170266 / SEC#: 801-79170

RIA
Registered Investment Advisory firm - (2/28/2014 Approved)
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Contact information

Main Address
1420 Rocky Ridge Drive #140, Roseville, CA 95661
Mailing Address
Phone number
(916) 286-7650
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 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

CAPITAL PLANNING ADVISORS LLC 1-30-14 (7/28/2025)

Regulatory assets under management

Total Number of Accounts1,144
AUM (Assets Under Management)$ 1,376,377,609

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

CAPITAL PLANNING ADVISORS LLC

CRD#: 170266Roseville, CA 95661

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