Reid H. Hansen

NCU INVESTMENT SOLUTIONS

SMITHFILED, RI 02917

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CRD#: 2890434

Professional summary

Reid Hartley Hansen, CFP®, who also goes by Reid H Hansen, is a registered financial advisor currently at NCU INVESTMENT SOLUTIONS located in Smithfiled, Rhode Island.

Reid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Reid has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reid H 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.

1. 05-18-2022-NCU Wealth Management- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Hartley 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^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 8, 2025 - Present

NCU INVESTMENT SOLUTIONS

Office #1: 1005 Douglas Pike, Smithfiled, RI 02917

RIA

CRD#: 134804

SMITHFILED, RI

Past

May 18, 2022 - September 8, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

EAST GREENWICH, RI

Past

May 18, 2022 - September 8, 2025

LPL FINANCIAL LLC

CRD#: 6413

EAST GREENWICH, RI

Past

May 29, 2018 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Scituate, RI

Past

May 29, 2018 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Scituate, RI

Past

April 18, 2017 - May 1, 2018

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BARRINGTON, RI

Past

April 18, 2017 - May 1, 2018

CITIZENS SECURITIES, INC.

CRD#: 39550

BARRINGTON, RI

Past

December 1, 2015 - September 1, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PROVIDENCE, RI

Past

December 1, 2015 - September 1, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PROVIDENCE, RI

Past

August 19, 2011 - November 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAKEFIELD, RI

Past

August 19, 2011 - November 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAKEFIELD, RI

Past

August 6, 2009 - August 2, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEW LONDON, CT

Past

April 10, 2009 - August 2, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEW LONDON, CT

Past

February 11, 2004 - September 1, 2006

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BARRINGTON, RI

Past

February 11, 2004 - September 1, 2006

CITIZENS SECURITIES, INC.

CRD#: 39550

BARRINGTON, RI

Past

January 1, 1998 - February 10, 2004

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

WARWICK, RI

Past

June 16, 1997 - February 10, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 16, 1997 - February 10, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Rhode Island
(9/8/2025)

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: 4/17/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/25/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/2004

General Securities Principal Examination

Current Firm

NCU INVESTMENT SOLUTIONS

NCU INVESTMENT SOLUTIONS | RANDALL FINANCIAL GROUP, LLC

CRD#: 134804 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/3/2005 Approved)

Rhode Island

Registered Investment Advisory firm - (4/18/2005 Approved)

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Contact information

Main Address

1005 Douglas Pike, Smithfiled, RI 02917

Mailing Address

Phone number

(401) 228-0100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 58,923,905

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

Reid H. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Hartley Hansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2009

Series 65

Date: 7/25/1997

Series 63

Date: 6/13/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/9/2009

Series 6

Date: 6/13/1997

Series 24

Date: 4/26/2004

Current Firm

NCU INVESTMENT SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NCU INVESTMENT SOLUTIONS

TRUST BUT VERIFY

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