Bill Hansen
Helping bring clarity and efficiency to clients financial life. Financial planning and asset management.
- Role
- Wealth Management Advisor at Crooked Tree Capital Advisors
- Location
- Petoskey, MI, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Advisor
Jan 2022 — Present · Petoskey, MI, US
Fee-only financial planning and investment advice-Comprehensive financial planning and investment management services for individuals and families-Fiduciary consulting and investment advisory services for foundations, endowments, and qualified retirement plans.William Hansen is an Investment Advisor Representative with Farther Finance dba Crooked Tree Capital Advisors. All investment advisory services are offered through Farther Finance.
Education
Central Michigan University
Bachelors
2012 — 2014
Bryant University
Financial Planning
2022
North Central Michigan College
Associate's degree, General Studies
2009 — 2011
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