# HANSEN & ASSOCIATES FINANCIAL GROUP INC.

HANSEN & ASSOCIATES FINANCIAL GROUP INC. of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168363
- Type: SEC-registered investment adviser
- SEC file number: 801-122580
- Location: 2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA, 95661
- Phone: (916) 706-1234
- Latest filing: 2026-05-13
- Regulatory AUM: $202.4M
- Discretionary AUM: $202.4M
- Clients: 4
- Accounts: 1,071

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Mark Steven Hansen | CEO/COO; CEO/COO/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| HANSEN WILLIAM STEVEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Kelsey Watts | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-11 | regulatory | HAFG PUBLISHED MATERIAL ON ITS PUBLIC WEBSITE THAT CONSTITUTED AN ADVERTISEMENT CONTAINING HYPOTHETICAL PERFORMANCE WITHOUT HAVING IMPLEMENTED POLICIES AND PROCEDURES REASONABLY DESIGNED TO ENSURE THE PERFORMANCE WAS RELEVANT TO THE LIKELY FINANCIAL SITUATION AND INVESTMENT OBJECTIVES OF THE INTENDE… | Final | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168363/similar
- Related entities: https://search.stillhousedata.com/firm/168363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.