Marc Hansen
Wilmington, Delaware, 19806
Member Since 2011
At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.
My Location
Background Information
Years of Financial Experience
- 15
Education
- University of Virginia (BA -Economics)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly and semi-annually
Registration & Licensing
- CRD/IARD Number: 2744663
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Registered Investment Advisor: JPL Asset Management and Planning, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Delaware
- Florida
- Maryland
- Michigan
- New Jersey
- Pennsylvania
- Texas
- WDC
Firm Disclosures
- JPL Asset Management and Planning LLC and Schwab Institutional are not affiliated.
Planning Services
- Financial Planning, Retirement, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Health
Visit Website - http://www.paladinregistry.com/MarcHansen
