Unclaimed Profile

Kristi Joanne Hanson

CTC CONSULTING, LLC·PORTLAND, Oregon

Series 3, Series 30Clean record27 years registeredCTC CONSULTING, LLC

4380 SW MACADAM AVENUE, PORTLAND, OR 97239-6407CRD# 4543096Firm CRD# 147053

Profile Verification

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

Identity

Kristi Joanne Hanson · PORTLAND, OR

Registration

CRD #4543096 · CTC CONSULTING, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CTC CONSULTING, LLC

CTC MYCFO, LLC

Nov 2012 – Aug 2016

PORTLAND, OR

CTC CONSULTING, LLC

May 2008 – Jul 2012

PORTLAND, OR

CTC CONSULTING, INC.

Mar 1999 – May 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 3

Series 30

Registration record

First registered · March 31, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CTC CONSULTING, LLC

CRD 147053 · SEC 801-69156

AUM

$581M

Regulatory assets under management

Employees

16 client accounts

Services offered by CTC CONSULTING, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CTC CONSULTING, LLC →

Introduction

Speak with Kristi

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

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

Looking for a financial advisor in PORTLAND?

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

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kristi Joanne Hanson offer?

Kristi Joanne Hanson specializes in Investment Management, Wealth Management.

What are Kristi Joanne Hanson's credentials?

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

Where is Kristi Joanne Hanson located?

Kristi Joanne Hanson is based in PORTLAND, Oregon, last registered with CTC CONSULTING, LLC.

How does Kristi Joanne Hanson charge for services?

Kristi Joanne Hanson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CTC CONSULTING, LLC?

CTC CONSULTING, LLC has approximately 51 employees and manages $581M 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 →