Sheena M. Hanson

UNCOMMON CENTS INVESTING

Janesville, WI 53546

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CRD#: 5288483

Professional summary

Sheena Marie Hanson, CFP®, who also goes by Sheena Marie Berkley, is a registered financial advisor currently at UNCOMMON CENTS INVESTING located in Janesville, Wisconsin.

Sheena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sheena has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheena Marie Berkley

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.

PUBLIC NOTARY FOR THE STATE OF WISCONSIN. NOT INVESTMENT RELATED. TIME SPENT: LESS THAN 5 HOURS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheena Marie Hanson'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

October 31, 2017 - Present

UNCOMMON CENTS INVESTING

Office #1: 1215 Suffolk Dr. Unit 100, Janesville, WI 53546

RIA

CRD#: 290105

Janesville, WI

Past

January 27, 2010 - September 12, 2011

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

APPLETON, WI

Past

May 8, 2007 - October 31, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

JANESVILLE, WI

Past

May 8, 2007 - September 12, 2011

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

May 8, 2007 - September 13, 2011

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

March 26, 2007 - October 31, 2017

SII INVESTMENTS, INC.

CRD#: 2225

JANESVILLE, WI

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".

UNCOMMON CENTS INVESTING

UNCOMMON CENTS INVESTING | UNCOMMON CENTS INVESTING, LLC

CRD#: 290105 / SEC#: 801-111907

RIA

Registered Investment Advisory firm - (10/20/2017 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

Texas
(6/22/2022)

IAR

Wisconsin
(10/31/2017)

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 66

Date: 4/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/22/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/2007

General Securities Principal Examination

Current Firm

UNCOMMON CENTS INVESTING

UNCOMMON CENTS INVESTING | UNCOMMON CENTS INVESTING, LLC

CRD#: 290105 / SEC#: 801-111907

RIA

Registered Investment Advisory firm - (10/20/2017 Approved)

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Contact information

Main Address

1215 Suffolk Dr. Unit 100, Janesville, WI 53546

Mailing Address

Phone number

(608) 563-2437

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 417,353,611

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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Advisor Monitoring

Firm Stability Insights

Sheena M. Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheena Marie Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT CENTERS OF AMERICA, INC.

SII INVESTMENTS, INC.

INVESTMENT CENTERS OF AMERICA, INC.

NATIONAL PLANNING CORPORATION

SII INVESTMENTS, INC.

Primary Firm SEC Registration

UNCOMMON CENTS INVESTING

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2007

SIE

Date: 10/31/2017

Series 7

Date: 3/23/2007

Series 53

Date: 2/22/2008

Series 24

Date: 10/15/2007

Current Firm

UNCOMMON CENTS INVESTING

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNCOMMON CENTS INVESTING

TRUST BUT VERIFY

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