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RH

Robert Brook Hansen

ChFC®, CLU®
ADAMS-HANSEN & ASSOCIATES
MINNETONKA, MN
·CRD# 2676150·31 years registered

Professional Summary

Robert Brook Hansen, ChFC®, CLU®, who also goes by Brook Hansen, is a registered financial advisor currently at ADAMS-HANSEN & ASSOCIATES located in Minnetonka, Minnesota. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brook Hansen

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

31 years registered in the securities industry

Current & Past Employments

Current

ADAMS-HANSEN & ASSOCIATESCurrent·CRD# 156719
RIA
13911 Ridgedale Drive Suite 170, Minnetonka, MN 55305
February 25, 2014 - Present

Past

CENTAURUS FINANCIAL, INC.Past·CRD# 30833
RIA
Champlin, MN
August 24, 2011 - September 10, 2012
CENTAURUS FINANCIAL, INC.Past·CRD# 30833
BD
Champlin, MN
August 24, 2011 - September 10, 2012
WORKMAN SECURITIES CORPORATIONPast·CRD# 31898
RIA
Champlin, MN
July 5, 2005 - August 25, 2011
WORKMAN SECURITIES CORPORATIONPast·CRD# 31898
BD
Champlin, MN
July 5, 2005 - August 25, 2011
SII INVESTMENTS, INC.Past·CRD# 2225
RIA
Champlin, MN
August 30, 2001 - August 17, 2005
SII INVESTMENTS, INC.Past·CRD# 2225
BD
Appleton, WI
August 3, 2001 - August 17, 2005
WALNUT STREET SECURITIES, INC.Past·CRD# 15840
BD
El Segundo, CA
November 29, 1995 - July 31, 2001

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Current Firm

A&
ADAMS-HANSEN & ASSOCIATES

ADAMS-HANSEN & ASSOCIATES | CREATIVE WEALTH STRATEGIES, INC | CREATIVE WEALTH STRATEGIES

CRD#: 156719 / SEC#: 801-72676
RIA
Registered Investment Advisory firm - SEC (10/11/2011 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (10/20/2011 Approved)
Texas
Registered Investment Advisory firm - Texas (4/27/2021 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

13911 Ridgedale Drive Suite 170, Minnetonka, MN 55305

Phone Number

(952) 224-9085

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

159

AUM (Assets Under Management)

$66,287,121

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Minnesota
(2/25/2014)
IAR
Texas
(4/27/2021)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1995About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2000About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Brook Hansen's CRS (Customer Relationship Summary).

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