Kyle Hanson
Investment adviser representative at Wealthplan Partners
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
Are you Kyle Hanson? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Wealthplan PartnersSep 2026 to now
- Osaic Wealth, Inc.Jun 2025 to now
- Wealthplan Partners dba Efs Group Wealth ManagementSep 2024 to now
- Real Property Management ExpressMar 2024 to Jun 2024
- UnemployedNov 2023 to Mar 2024
- Central BankJul 2021 to Nov 2023
- TargetJun 2020 to May 2021
- Rocket Auto WashMay 2019 to Apr 2020
- Dunham's SportsJun 2018 to Mar 2019
- Rocket Auto WashMay 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 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
- 7980473
- Firm CRD
- 305026