AdvisorOS Directory
Claim Profile
Unclaimed Profile
KH

Karen Marie Hansen

III CAPITAL MANAGEMENT·BOCA RATON, Florida
SIE, Series 7, Series 24Clean recordIII CAPITAL MANAGEMENT
777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 5291197Firm CRD# 113539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Marie Hansen · BOCA RATON, FL
Registration
CRD #5291197 · III CAPITAL MANAGEMENT
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
III CAPITAL MANAGEMENT
CRD 113539 · SEC 801-60505
AUM
$39.5B
Regulatory assets under management
Employees
8
30 client accounts
Services offered by III CAPITAL MANAGEMENT
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at III CAPITAL MANAGEMENT →
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Karen Marie Hansen offer?
Karen Marie Hansen specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Karen Marie Hansen's credentials?
Karen Marie Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Marie Hansen located?
Karen Marie Hansen is based in BOCA RATON, Florida, working with III CAPITAL MANAGEMENT. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Karen Marie Hansen charge for services?
Karen Marie Hansen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is III CAPITAL MANAGEMENT?
III CAPITAL MANAGEMENT has approximately 8 employees and manages $39.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at III CAPITAL MANAGEMENT

Christian Minassian Pellegrino
BOCA RATON, FL
Thomas Rolf Olofsson
BOCA RATON, FL
Garth (nmn) Friesen
BOCA RATON, FL
Scott Lawrence Wyler
BOCA RATON, FL
Michael Lloyd Reger
BOCA RATON, FL
William Patrick Mccauley
BOCA RATON, FL

More Advisors in BOCA RATON, Florida

Steven Craig Jacobs
SUMMIT FINANCIAL GROUP INC·BOCA RATON, FL
Jeffrey Wayne Cimbal
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Sean Michael Leder
TSL INVESTMENT MANAGEMENT, LLC·BOCA RATON, FL
Joseph Luis Turnes
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Patrick Lee Baird
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, FL
Richard Wayne Slavik
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile