Karl Erik Hansen
Investment adviser representative at Vita Planning Group LLC
42 yearsExperience
4 statesRegistered in
ChFC®Designation
$83.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Vita Planning Group LLCNov 2020 to now
- Karl Erik HansenAug 1979 to now
- Vita Insurance Associates, Inc.Aug 1979 to now
- Ae Financial Services, LLCAug 2020 to Jul 2021
- Liberty Wealth Management, LLCMay 2018 to Apr 2021
- Liberty Group, LLCMar 2002 to Aug 2020
- Beneplus Insurance ServicesJun 1997 to Mar 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, NV, TX, WA).
Vita Planning Group LLC
$83.7MAssets managed
57Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2676924
- Firm CRD
- 312323