Unclaimed Profile

Rose Marie Hanson

WCM, INC.·MINNEAPOLIS, Minnesota

Clean recordWCM, INC.

100 NORTH SIXTH STREET, MINNEAPOLIS, MN 55403CRD# 2256954Firm CRD# 104976

Profile Verification

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

Identity

Rose Marie Hanson · MINNEAPOLIS, MN

Registration

CRD #2256954 · WCM, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rose Marie Hanson is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with WCM, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Rose

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

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

Firm Overview

Firm

JONES KERTZ & ASSOCIATES, INC.

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JONES KERTZ & ASSOCIATES, INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2256954

Firm CRD# 104976

View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rose Marie Hanson offer?

Rose Marie Hanson specializes in Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Rose Marie Hanson's credentials?

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

Where is Rose Marie Hanson located?

Rose Marie Hanson is based in MINNEAPOLIS, Minnesota, working with WCM, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Rose Marie Hanson charge for services?

Rose Marie 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 WCM, INC.?

WCM, INC. has approximately 4 employees and manages $181M 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 →