RH
Raymond E. Hansen
BISON WEALTH
CLIVE, IA 50325
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CRD#: 4810621
RH
Professional summary
Raymond E Hansen, AIF®, who also goes by Ray E Hansen, is a registered financial advisor currently at BISON WEALTH, LLC located in Clive, Iowa.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Raymond has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ray E 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) 10/2003 Independent Insurance Agent; Investment Related; Iowa; can sell UL IUL VUL Term DI :
CRS (Client Relationship Summary) - RIA
Click below to view Raymond 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®
Experience
Current
January 2, 2025 - Present
BISON WEALTH, LLC
Office #1: 12035 University Ave Suite 100, Clive, IA 50325RIA
CRD#: 299805
CLIVE, IA
Past
January 22, 2023 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 165931
Clive, IA
Past
May 23, 2019 - March 31, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
Urbandale, IA
Past
November 15, 2013 - January 28, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEST DES MOINES, IA
Past
January 1, 2012 - March 31, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Clive, IA
Past
December 22, 2011 - December 22, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEST DES MOINES, IA
Past
December 22, 2011 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
WEST DES MOINES, IA
Past
April 16, 2009 - January 3, 2012
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
WEST DES MOINES, IA
Past
June 28, 2004 - January 3, 2012
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
WEST DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)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
Iowa(1/2/2025)
IAR
Texas(1/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BISON WEALTH, LLC
CRD#: 299805Clive, IA 50325TRUST BUT VERIFY
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