Robert F. Hansen

VANTAGE POINT INVESTMENTS

Herriman, UT

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CRD#: 3072326

Professional summary

Robert Franklin Hansen is a registered financial advisor currently at VANTAGE POINT INVESTMENTS, INC. located in Herriman, Utah.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 11 firms and has passed the Series 65, Series 63 and Series 6 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.

1)ASSOCIATED PERSON OF MANAGED ACCOUNT RESEARCH INC. 25 HOURS PER MONTH - 10-2010 - MANAGED FUTURES, COMMODITIES & OPTIONS. 2) INDEPENDENT INSURANCE AGENT - SALES; LIFE (FIXED) CONTRACTS AS PART OF FINANCIAL PLAN 15 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Franklin 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

December 11, 2013 - Present

VANTAGE POINT INVESTMENTS, INC.

RIA

CRD#: 156887

Herriman, UT

Past

March 8, 2021 - December 9, 2022

MY PROSPER TEAM

RIA

CRD#: 311144

LEHI, UT

Past

October 18, 2018 - January 14, 2020

SPROUT ADVISERS

RIA

CRD#: 293200

Sandy, UT

Past

January 8, 2009 - December 2, 2013

GBS FINANCIAL CORP.

RIA

CRD#: 16906

SANDY, UT

Past

January 7, 2009 - December 2, 2013

GBS FINANCIAL CORP.

CRD#: 16906

SANTA ROSA, CA

Past

June 24, 2008 - December 31, 2008

EPLANNING ADVISORS INC

RIA

CRD#: 109184

ROSEVILLE, CA

Past

June 20, 2008 - December 31, 2008

EPLANNING SECURITIES, INC.

CRD#: 46000

COTTONWOOD HEIGHTS, UT

Past

November 5, 2003 - June 23, 2008

SPC

RIA

CRD#: 110692

MIDVALE, UT

Past

February 9, 2002 - June 23, 2008

PARKLAND SECURITIES, LLC

CRD#: 115368

COTTONWOOD HEIGHTS, UT

Past

January 5, 2000 - February 9, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

August 10, 1998 - January 24, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 10, 1998 - January 24, 2000

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

Utah
(12/11/2013)

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: 10/30/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/7/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VANTAGE POINT INVESTMENTS, INC.

VANTAGE POINT INVESTMENTS, INC. | VANTAGE POINT INVESTMENTS, LLC

CRD#: 156887 / SEC#:

Utah

Registered Investment Advisory firm - (12/11/2013 Approved)

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Contact information

Main Address

Herriman, UT

Mailing Address

Phone number

(801) 358-0441

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 34,543,673

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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Firm Stability Insights

Robert F. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MY PROSPER TEAM

SPROUT ADVISERS

GBS FINANCIAL CORP.

GBS FINANCIAL CORP.

EPLANNING ADVISORS INC

EPLANNING SECURITIES, INC.

SPC

PARKLAND SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2003

Series 63

Date: 7/9/1998

Series 6

Date: 8/7/1998

Current Firm

VANTAGE POINT INVESTMENTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VANTAGE POINT INVESTMENTS, INC.

TRUST BUT VERIFY

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