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MH

Michael S. Hansen

TRUE PURPOSE ADVISORS
Ashland, OR
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CRD#: 5922757
MH

Professional summary


Michael S Hansen is a registered financial advisor currently at TRUE PURPOSE ADVISORS, LLC located in Ashland, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
I provide life insurance sales through the same business entity as my investment advisory services, True Purpose Advisors, LLC of which I am CEO/CCO. I work 15 hours per week on these other services. I own and operate a business consulting business through a separate entity, ProfitMax Professionals, LLC of which I am the Managing Member. I work 30-40 hours per week in this business

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CRS (Client Relationship Summary) - RIA


Click below to view Michael S Hansen'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®
None

Experience


Current

January 26, 2018 - Present

TRUE PURPOSE ADVISORS, LLC

RIA
CRD#: 174415
Ashland, OR
Past

June 12, 2017 - July 13, 2018

RETIREMENT ASSET MANAGERS, INC.

RIA
CRD#: 147064
KING CITY, OR
Past

February 9, 2015 - December 31, 2016

TRUE PURPOSE ADVISORS, LLC

RIA
CRD#: 174415
MEDFORD, OR
Past

April 22, 2013 - February 20, 2015

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
PORTLAND, OR
Past

March 6, 2013 - February 20, 2015

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
PORTLAND, OR
Past

August 15, 2011 - February 19, 2013

MORGAN STANLEY

RIA
CRD#: 149777
MEDFORD, OR
Past

July 20, 2011 - February 19, 2013

MORGAN STANLEY

BD
CRD#: 149777
MEDFORD, OR

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
Oregon
(1/26/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TP
TRUE PURPOSE ADVISORS, LLC
HANSEN, MICHAEL S. | TRUE PURPOSE ADVISORS, LLC

CRD#: 174415 / SEC#:

Oregon
Registered Investment Advisory firm - (1/26/2018 Approved)
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Contact information


Main Address
Ashland, OR
Mailing Address
Phone number
(541) 646-7727
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 1,200,000

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


TRUE PURPOSE ADVISORS, LLC

CRD#: 174415Ashland, OR

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