Jeri Rae Hansmann
Investment adviser representative at Forusall
15 yearsExperience
1 stateRegistered in
$1.5BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
15 years in the industry.
- Forusall Advisors, LLCMar 2022 to now
- Forusall, Inc.Feb 2022 to now
- UnemployedJul 2021 to Jan 2022
- Cuna Brokerage Services, Inc.,Mar 2018 to Jun 2021
- Randolph Brooks Federal Credit UnionMar 2018 to Jun 2021
- Cuna Brokerage Services, IncNov 2011 to Feb 2018
- Schools First Federal Credit UnionNov 2011 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Forusall
Legal name: Forusall Advisors, LLC
$1.5BAssets managed
31,237Clients
6Advisers
13 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
- 5476572
- Firm CRD
- 167241