Alex R. Hansen

ARRIEN INVESTMENTS

Boise, ID 83706

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CRD#: 6323286

Professional summary

Alex Ray Hansen, CFP® is a registered financial advisor currently at ARRIEN INVESTMENTS, INC. located in Boise, Idaho.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alex has worked at 2 firms and has passed the Series 63, Series 65, SIE 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.

NAME OF BUSINESS: ALEX HANSEN, INDIVIDUALLY; INVESTMENT RELATED: YES; ADDRESS: 4477 WEST EMERALD, SUITE A100, BOISE, IDAHO 83706; NATURE OF BUSINESS: INDEPENDENT LICENSED INSURANCE AGENT FOR VARIOUS INSURERS; NATURE OF BUSINESS: SALES OF INSURANCE PRODUCTS AND SERVICES; POSITION: PRODUCER AND INDEPENDENT AGENT; STARTED: 06/2015; NUMBER OF HOURS PER MONTH DEVOTED: 3; NUMBER OF HOURS PER MONTH DEVOTED DURING TRADING HOURS: 3; DUTIES: REVIEW INSURANCE COVERAGE AND RECOMMEND APPROPRIATE INSURANCE PRODUCTS TO CLIENTS, INCLUDING POLICIES FOR LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Ray 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: 2019

Experience

Current

July 17, 2022 - Present

ARRIEN INVESTMENTS, INC.

Office #1: 4477 West Emerald Street Suite A100, Boise, ID 83706

RIA

CRD#: 321819

Boise, ID

Past

October 1, 2015 - July 20, 2022

CETERA ADVISORS LLC

RIA

CRD#: 10299

BOISE, ID

Past

July 9, 2015 - July 20, 2022

CETERA ADVISORS LLC

CRD#: 10299

BOISE, ID

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".

ARRIEN INVESTMENTS, INC.

CRD#: 321819 / SEC#: 801-125988

RIA

Registered Investment Advisory firm - (6/27/2022 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

Idaho
(7/17/2022)

IAR

Texas
(7/17/2022)

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: 9/30/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/24/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2015

General Securities Representative Examination

Current Firm

ARRIEN INVESTMENTS, INC.

CRD#: 321819 / SEC#: 801-125988

RIA

Registered Investment Advisory firm - (6/27/2022 Approved)

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Contact information

Main Address

4477 West Emerald Street Suite A100, Boise, ID 83706

Mailing Address

Phone number

(208) 338-1520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARRIEN INVESTMENTS, INC. FORM ADV 2A BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts	831
AUM (Assets Under Management)	$ 189,444,579

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

Alex R. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Ray Hansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

Primary Firm SEC Registration

ARRIEN INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2015

Series 65

Date: 9/24/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2015

Current Firm

ARRIEN INVESTMENTS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARRIEN INVESTMENTS, INC.

TRUST BUT VERIFY

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