KH
Keith D. Hanson
CLEARPATH WEALTH MANAGEMENT, L.C.
Overland Park, KS 66210
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CRD#: 5196563
KH
Professional summary
Keith Duane Hanson is a registered financial advisor currently at CLEARPATH WEALTH MANAGEMENT, L.C. located in Overland Park, Kansas.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Keith has worked at 6 firms and has passed the Series 65, Series 63 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.
2JK - not investment related. Address: 10561 Barkley Place, Suite 610, Overland Park, KS 66210 Nature: Residential real estate development Position: Managing member Start Date: 11/2016 Hours/month: Less than 5 Hours during securities trading/month: 1 Duties: Managing member Vault Sales Group, LLC - not investment related Address: 10561 Barkley Place, Suite 610, Overland Park, KS 66210 Nature: Product manufacturer's sales rep group Position: Managing member Start Date: 1/2018 Hours/month: 10-15 Hours during securities trading/month: 8 Duties: Managing member ClearPath Tax & Accounting. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 1/1/2025. Apx 20 hours per month all during trading hours. ClearPath Tax & Accounting II. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 5/10/2024. Apx 20 hours per month all during trading hours. KPN Enterprises. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 20 hours per month all during trading hours. ClearPath Financial Group. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 5 hours per month all during trading hours. ClearPath Consulting & Insurance. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 4/28/2022. Apx 5 hours per month all during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Duane 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®
NoneExperience
Current
June 27, 2018 - Present
CLEARPATH WEALTH MANAGEMENT, L.C.
Office #1: 9393 W. 110th Street, Suite 210, Overland Park, KS 66210RIA
CRD#: 116029
Overland Park, KS
Past
December 15, 2016 - July 5, 2018
LEGACY ADVISORY GROUP, LLC
RIA
CRD#: 285596
OVERLAND PARK, KS
Past
January 22, 2008 - December 31, 2016
LEGACY ADVISORY GROUP
RIA
CRD#: 141329
OVERLAND PARK, KS
Past
May 30, 2007 - October 11, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
OVERLAND PARK, KS
Past
December 12, 2006 - June 1, 2007
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
OVERLAND PARK, KS
Past
October 18, 2006 - December 8, 2006
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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
Kansas(6/27/2018)
IAR
Missouri(6/27/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CLEARPATH WEALTH MANAGEMENT, L.C.
BLW WEALTH MANAGEMENT | CLEARPATH WEALTH MANAGEMENT, L.C. | BUTLER, LANZ & WAGLER, L.C.
CRD#: 116029 / SEC#:
Kansas
Registered Investment Advisory firm - (8/20/1998 Approved)Missouri
Registered Investment Advisory firm - (7/30/1998 Approved)Texas
Registered Investment Advisory firm - (1/31/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9393 W. 110th Street, Suite 210, Overland Park, KS 66210
Mailing Address
Phone number
(913) 336-3500
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 63,235,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
