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Rose Marie Hanson

WCM, INC.·MINNEAPOLIS, Minnesota
Unclaimed Profile
100 NORTH SIXTH STREET, MINNEAPOLIS, MN 55403CRD# 2256954Firm CRD# 104976
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
JONES KERTZ & ASSOCIATES, INC.
JONES KERTZ & ASSOCIATES, INC.
AUM
$181M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JONES KERTZ & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2256954
Firm CRD# 104976
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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