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Bradley J. Hansing

Bradley J. Hansing

STRATEGIC ADVISERS LLC | Investor Center Planning Consultant
GENEVA, IL
Some features on this profile are disabled
CRD#: 5105334
Bradley J. Hansing

Professional summary

Bradley J. Hansing, who also goes by Bradley Hansing, Bradley Jacob Hansing, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Geneva, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Geneva, Illinois.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Bradley has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Biography

As a Planning Consultant, I support my team to help grow business along with providing an outstanding client experience through planning. I do this by utilizing a disciplined, proactive, and value added process when working with clients.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bradley Hansing | Bradley Jacob Hansing

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J. Hansing's CRS (Customer Relationship Summary).
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

Education

Waubonsee Community College

Associate of Applied Business - Business Administration

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 987 S Randall Rd, Geneva, IL 60134
RIA
CRD#: 104555
GENEVA, IL
Current

December 8, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 987 S Randall Rd, Geneva, IL 60134
BD
CRD#: 7784
Geneva, IL
Past

July 14, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GENEVA, IL
Past

November 1, 2021 - December 1, 2021

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
LINCOLN, NE
Past

April 16, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
GENEVA, IL
Past

April 16, 2021 - December 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
GENEVA, IL
Past

February 1, 2019 - December 26, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
North Aurora, IL
Past

January 10, 2019 - December 26, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
North Aurora, IL
Past

October 28, 2015 - August 15, 2017

EQUITY SERVICES, INC.

RIA
CRD#: 265
ST CHARLES, IL
Past

October 28, 2015 - August 15, 2017

EQUITY SERVICES, INC.

BD
CRD#: 265
ST CHARLES, IL
Past

March 17, 2014 - October 8, 2015

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
SAINT CHARLES, IL
Past

January 15, 2007 - October 8, 2015

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
SAINT CHARLES, IL

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/8/2021)
RR
California
(12/8/2021)
RR
Colorado
(12/8/2021)
RR
Florida
(12/8/2021)
RR
Idaho
(12/8/2021)
RR
Illinois
(12/8/2021)
IAR
Illinois
(3/31/2025)
RR
Indiana
(12/8/2021)
RR
Iowa
(12/8/2021)
RR
Louisiana
(12/8/2021)
RR
Massachusetts
(12/8/2021)
RR
Michigan
(12/8/2021)
RR
Minnesota
(12/8/2021)
RR
Missouri
(12/8/2021)
RR
Tennessee
(12/8/2021)
RR
Texas
(12/8/2021)
IAR
Texas
(3/31/2025)
RR
Wisconsin
(12/8/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/12/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/26/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Investor Center Planning ConsultantCRD#: 104555Geneva, IL

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