Kale V. Hanson

OPEN RANGE FINANCIAL GROUP

Manvel, TX

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CRD#: 2896068

Professional summary

Kale Victor Hanson is a registered financial advisor currently at OPEN RANGE FINANCIAL GROUP, LLC located in Manvel, Texas.

Kale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kale has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BUSINESS OWNERSHIP; V-5 HOLDINGS LLC; MANAGING MEMBER / OWNER; LEGAL ENTITY ESTABLISHED TO MANAGE MY REGISTERED INVESTMENT ADVISOR PRACTICE OR BUSINESS, AND OR LEASE/ OWN OFFICE SPACE AND RENTAL PROPERTY; MANVEL, TX 77578; APRIL 2013; 1-9 HOUR PER MONTH. Open Range Insurance Group, LLC; Investment Related; 9500 Live Oak Ct, Manvel, TX 77578; Insurance Agency; Insurance Agent; 10/2023; 20 hours per month 10 during securities trading hours; insurance product sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kale Victor Hanson'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

July 23, 2015 - Present

OPEN RANGE FINANCIAL GROUP, LLC

RIA

CRD#: 175296

Manvel, TX

Past

July 17, 1997 - July 30, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NEDERLAND, TX

Past

July 15, 1997 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 15, 1997 - July 30, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEDERLAND, TX

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

Colorado
(8/18/2022)

IAR

Texas
(7/23/2015)

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

Series 63

Date: 7/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/1997

General Securities Representative Examination

Current Firm

OPEN RANGE FINANCIAL GROUP, LLC

HANSON WEALTH MANAGEMENT, LLC | OPEN RANGE FINANCIAL GROUP, LLC

CRD#: 175296 / SEC#: 801-101484

RIA

Registered Investment Advisory firm - (12/16/2015 Terminated)

Colorado

Registered Investment Advisory firm - (8/18/2022 Approved)

Louisiana

Registered Investment Advisory firm - (11/30/2020 Approved)

Texas

Registered Investment Advisory firm - (12/15/2015 Approved)

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).

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Contact information

Main Address

Manvel, TX

Mailing Address

Po Box 966, Manvel, TX 77578

Phone number

(713) 706-3753

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	213
AUM (Assets Under Management)	$ 77,386,515

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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Kale V. Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kale Victor Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPEN RANGE FINANCIAL GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/16/1997

SIE

Date: 7/30/2015

Series 7

Date: 7/14/1997

Current Firm

OPEN RANGE FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPEN RANGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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