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Luann Denise Hanson

THE WILLIS GROUP, INC.·COLORADO SPRINGS, Colorado
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1155 KELLY JOHNSON BOULEVARD, COLORADO SPRINGS, CO 80920CRD# 5493304Firm CRD# 131670
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
THE INDEX GROUP, LIMITED LIABILITY COMPANY
THE INDEX GROUP, LIMITED LIABILITY COMPANY
AUM
$32M
Regulatory assets under management
Employees
2
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5493304
Firm CRD# 131670
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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