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Carl Frederick Hanson

Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

16 years in the industry.

  1. Pine Harbor AdvisorsJul 2025 to now
  2. Cetera Investment Advisers LLCMar 2024 to now
  3. Stroudwater Capital, LLCJan 2021 to now
  4. Cetera Advisors LLCOct 2016 to now
  5. Iis Financial Services dba Financial ServicesJan 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (ME).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
5228188
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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