Unclaimed Profile

Mark Douglas Hansen

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 63, Series 65Clean record11 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 5981135Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Douglas Hansen · TEMECULA, CA

Registration

CRD #5981135 · THE PLANNERS NETWORK, INC. · 11 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Nov 2020 – Jun 2024

SAN JOSE, CA

KMS FINANCIAL SERVICES, INC

Oct 2017 – Nov 2020

San Jose, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Oct 2015 – Oct 2017

SAN JOSE, CA

FIRST COMMAND FINANCIAL PLANNING, INC.

Feb 2015 – Aug 2015

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 17, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Douglas Hansen offer?

Mark Douglas Hansen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Mark Douglas Hansen's credentials?

Mark Douglas Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Douglas Hansen located?

Mark Douglas Hansen is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Mark Douglas Hansen charge for services?

Mark Douglas Hansen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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