Anne E. Hansen

AE HANSEN LLC

LINCOLN, NE 68516

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CRD#: 2337365

Professional summary

Anne E Hansen, who also goes by Anne Hansen, is a registered financial advisor currently at AE HANSEN LLC located in Lincoln, Nebraska.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anne has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anne 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.

Anne E Hansen Revocable Trust holds farmland near SW 56th & West Bennet Road, Lancaster County, Nebraska. Farmland is cash rented since 2004. Two hours per month, not during trading hours, inspecting land & crops. Cardinal Management, 5930 S 58th Street, Ste I Lincoln NE. FTE employee and not family member of multigenerational family office, Vice President since 2000, Administration and accounting of family affairs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne E 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®

None

Experience

Current

April 21, 2016 - Present

AE HANSEN LLC

Office #1: 5930 S 58th St, Suite I, Lincoln, NE 68516

RIA

CRD#: 282579

LINCOLN, NE

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

Nebraska
(4/21/2016)

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 65

Date: 11/17/2015

Uniform Investment Adviser Law Examination

Current Firm

AE HANSEN LLC

CRD#: 282579 / SEC#:

Nebraska

Registered Investment Advisory firm - (4/20/2016 Approved)

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Contact information

Main Address

5930 S 58th St, Suite I, Lincoln, NE 68516

Mailing Address

Phone number

(402) 440-2517

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 6,414,200

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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Anne E. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne E Hansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE HANSEN LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2015

Current Firm

AE HANSEN LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AE HANSEN LLC

TRUST BUT VERIFY

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