Jeffrey Drew Hansen
Investment adviser representative at Capstone Financial Advisors Inc
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Capstone Financial Advisors, Inc.Sep 2023 to now
- Wells Fargo Advisors Financial Network, LLCJan 2023 to Sep 2023
- Wells Fargo BankAug 2022 to Sep 2023
- Wells Fargo Clearing Services, LLCAug 2022 to Sep 2023
- Shetland Financial, LLCApr 2022 to Aug 2022
- Rubinbrown Advisors LLCJul 2021 to Apr 2022
- Shetland Financial, LLCFeb 2020 to Oct 2021
- Bank of America, N.A.Sep 2018 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Feb 2020
- Stan Johnson CompanyMar 2018 to May 2018
- TravelJun 2017 to Mar 2018
- Cornell UniversityJul 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Capstone Financial Advisors Inc
$2.9BAssets managed
1,072Clients
18Advisers
26 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
- 6975211
- Firm CRD
- 109341