Timothy Hanna
Investment adviser representative at Planning Alternatives Ltd
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm 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
12 years in the industry.
- Planning Alternatives LtdMay 2025 to now
- Flexible Plan InvestmentsJan 2014 to May 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Planning Alternatives Ltd
$1.5BAssets managed
693Clients
10Advisers
43 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
- 6062756
- Firm CRD
- 110268