![Larry Hansen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Larry Hansen
Gründer bei Capital Planning Advisors LLC
Profil
Mr. Lawrence A.
Hansen is a Founder at Capital Planning Advisors LLC.
He is also a Financial Advisor of the firm.
He is passionate about serving the multi-faceted family, business and legacy financial needs of family businesses and is often a speaker at Family Council Meetings, Family Business industry gatherings and seminars for professionals.
His areas of expertise include working with businesses and their owners in the areas of multi-generational financial planning, business and succession planning, family wealth management, insurance and non-qualified incentive benefit plans for key-employees.
In addition to founding Capital Planning Advisors in 2006, he has been advising clients since 1991 with past affiliations including Northwestern Mutual Financial Network and The Todd Organization as an executive benefit consultant to mid-sized to fortune-sized companies.
He graduated with a Bachelor of Science degree in Business Administration from Biola University, holds the Series 7 (General Securities Representative), Series 66 (Fiduciary Investment Advisor), Series 6 (Investment Company Products/Variable Contracts Limited Representative,) Series 63 (Uniform Securities Agent State Law Exam) securities licenses as well as Life, Variable Life and Disability Insurance Licensing and is Long-Term Care Insurance Certified.
Aktive Positionen von Larry Hansen
Unternehmen | Position | Beginn |
---|---|---|
Capital Planning Advisors LLC
![]() Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Gründer | 01.01.2006 |
Ehemalige bekannte Positionen von Larry Hansen
Unternehmen | Position | Ende |
---|---|---|
The Todd Organization
![]() The Todd Organization Miscellaneous Commercial ServicesCommercial Services The Todd Organization provides consulting, financing and administrative services. The firm provides executive benefit consulting services, benefit financing solutions and administration for major corporations and financial institutions. The company was founded in 1957 by John O. Todd and is located in Guilford, CT | Corporate Officer/Principal | - |
Northwestern Mutual Financial Network
![]() Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Corporate Officer/Principal | - |
Ausbildung von Larry Hansen
Biola University, Inc. (California) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Capital Planning Advisors LLC
![]() Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
Northwestern Mutual Financial Network
![]() Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Commercial Services |
The Todd Organization
![]() The Todd Organization Miscellaneous Commercial ServicesCommercial Services The Todd Organization provides consulting, financing and administrative services. The firm provides executive benefit consulting services, benefit financing solutions and administration for major corporations and financial institutions. The company was founded in 1957 by John O. Todd and is located in Guilford, CT | Commercial Services |