Lawrence A. Hansen

CAPITAL PLANNING ADVISORS

Roseville, CA 95661

CRD#: 2222839

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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 and BEDELL FRAZIER INVESTMENT COUNSELLING, 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 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

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.

The advisor shows no other business activity.

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

Current

March 4, 2026 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 1420 Rocky Ridge Drive Suite140, Roseville, CA 95661

RIA

CRD#: 107326

Roseville, CA

Current

May 21, 2026 - Present

VECTOR WEALTH MANAGEMENT

Office #1: 1420 Rocky Ridge Drive #140, Roseville, CA 95661

RIA

CRD#: 152667

ROSEVILLE, CA

Past

February 28, 2014 - October 31, 2016

AVISEN WEALTH MANAGEMENT, INC.

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

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

CRD#: 8158

MILWAUKEE, WI

Past

December 3, 1992 - October 3, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

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".

VECTOR WEALTH MANAGEMENT

SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA

Registered Investment Advisory firm - (1/15/2010 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)

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

IAR

Series 66

Date: 2/28/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/30/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VECTOR WEALTH MANAGEMENT

SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA

Registered Investment Advisory firm - (1/15/2010 Approved)

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Contact information

Main Address

43 Main Street Se Suite 236, Minneapolis, MN 55414

Mailing Address

Phone number

(612) 378-7560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VECTOR WEALTH MANAGEMENT ADV PART 2A (6/2/2025)

Regulatory assets under management

Total Number of Accounts	3,161
AUM (Assets Under Management)	$ 1,488,809,873

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

Lawrence A. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Arthur Hansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

VECTOR WEALTH MANAGEMENT

AVISEN WEALTH MANAGEMENT, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

NETWORK PLANNING ADVISORS, L.L.C.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VECTOR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2006

Series 63

Date: 6/8/1992

SIE

Date: 10/31/2016

Series 7

Date: 1/16/2006

Series 6

Date: 11/30/1992

Current Firm

VECTOR WEALTH MANAGEMENT

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VECTOR WEALTH MANAGEMENT

TRUST BUT VERIFY

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