Unclaimed Profile

Luann Denise Hanson

THE WILLIS GROUP, INC.·COLORADO SPRINGS, Colorado

Clean recordTHE WILLIS GROUP, INC.

1155 KELLY JOHNSON BOULEVARD, COLORADO SPRINGS, CO 80920CRD# 5493304Firm CRD# 131670

Profile Verification

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

Identity

Luann Denise Hanson · COLORADO SPRINGS, CO

Registration

CRD #5493304 · THE WILLIS GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Luann Denise Hanson is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with THE WILLIS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

THE INDEX GROUP, LIMITED LIABILITY COMPANY

AUM

$32M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE INDEX GROUP, LIMITED LIABILITY COMPANY →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5493304

Firm CRD# 131670

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Luann Denise Hanson offer?

Luann Denise Hanson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Luann Denise Hanson's credentials?

Luann Denise Hanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luann Denise Hanson located?

Luann Denise Hanson is based in COLORADO SPRINGS, Colorado, working with THE WILLIS GROUP, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Luann Denise Hanson charge for services?

Luann Denise Hanson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE WILLIS GROUP, INC.?

THE WILLIS GROUP, INC. has approximately 2 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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