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Patrick Kristofor Hansen

Patrick K. Hansen

CERTIOR FINANCIAL GROUP
King Of Prussia, PA 19406
CRD#: 5750026
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Patrick Kristofor Hansen
Patrick Kristofor HansenCERTIOR FINANCIAL GROUP

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.
The advisor shows no other business 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.

BD
CRD#: 13092
King Of Prussia, PA
Past

November 1, 2016 - December 31, 2022

MUTUAL SECURITIES, INC.

BD
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.

BD
CRD#: 2882
KING OF PRUSSIA, PA
Past

August 30, 2010 - September 18, 2014

VANGUARD MARKETING CORPORATION

BD
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".
CF
CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP | THE CERTIOR GROUP | KORLEONE FINANCIAL GROUP, LLC | KANTOR FINANCIAL GROUP, LLC | DROZDOW FINANCIAL | DREYFUSS WEALTH MANAGEMENT | 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)

Exams

State Security Law Exam
RR
Series 63
Date: 9/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/27/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP | THE CERTIOR GROUP | KORLEONE FINANCIAL GROUP, LLC | KANTOR FINANCIAL GROUP, LLC | DROZDOW FINANCIAL | DREYFUSS WEALTH MANAGEMENT | 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
9

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 (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,698
AUM (Assets Under Management)$ 452,278,597

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502King Of Prussia, PA 19406

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