Patrick K. Hansen

CERTIOR FINANCIAL GROUP

King Of Prussia, PA 19406

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CRD#: 5750026

Professional summary

Patrick Kristofor Hansen, CFP®, who also goes by Patrick Hansen, is a registered financial advisor currently at CERTIOR FINANCIAL GROUP, LLC located in King Of Prussia, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick 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.

Insurance Licensed Life and Health Patrick Hansen is a financial planning volunteer with the After Innocence Project, an organization that provides assistance to those who were wrongfully incarcerated. He receives no additional compensation through this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kristofor Hansen'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: 2014

Experience

Current

November 1, 2016 - Present

CERTIOR FINANCIAL GROUP, LLC

Office #1: 20104 Valley Forge Circle, King Of Prussia, PA 19406

RIA

CRD#: 285502

King Of Prussia, PA

Past

January 6, 2023 - May 1, 2023

MUTUAL SECURITIES, INC.

CRD#: 13092

King Of Prussia, PA

Past

November 1, 2016 - December 31, 2022

MUTUAL SECURITIES, INC.

CRD#: 13092

King Of Prussia, PA

Past

October 24, 2014 - October 31, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

KING OF PRUSSIA, PA

Past

September 26, 2014 - October 31, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

KING OF PRUSSIA, PA

Past

August 30, 2010 - September 18, 2014

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA

Registered Investment Advisory firm - (10/17/2016 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

Pennsylvania
(11/1/2016)

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

Series 63

Date: 9/7/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

20104 Valley Forge Circle, King Of Prussia, PA 19406

Mailing Address

Phone number

(610) 783-7010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CERTIOR FINANCIAL GROUP FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	1,715
AUM (Assets Under Management)	$ 387,975,052

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/20/2023	Cover Page	Report
04/17/2023	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.

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Advisor Monitoring

Firm Stability Insights

Patrick K. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kristofor Hansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

MUTUAL SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CERTIOR FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/7/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2015

Series 6

Date: 8/27/2010

Current Firm

CERTIOR FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERTIOR FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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