A financial advisor who began his career at Edward Jones has returned to the firm with 18 years of industry experience.
Chad Hansen joined the firm’s Plano, Texas location in 2006 and stayed for more than four years before relocating to West Des Moines, Iowa, to join Waddell & Reed. Five years later the advisor moved to BancWest Investment Services in the city, and in 2018 he headed to Waukee, Iowa, with Wells Fargo Advisors.
But while Hansen, who previously managed $107 million in client assets, is back at Edward Jones, he remains in the Waukee area and will be joined by branch office administrator Lori Strum.
“Returning to the firm where I started my career feels like a terrific full circle moment,” said Hansen. “The wealth of tools and technology, an expanded set of products and solutions for to meet clients' needs and the flexibility and choice in how I run my practice drew me back. With these resources, I'll have more time each day doing what I do best – spending time with clients and helping them reach their financial goals – which has always been my priority.”
Edward Jones recently announced that it will expand the range of products and services available in its branches late in 2025, enhancing its partnership with US Bank by offering a co-branded checking account and enhanced credit card offering.
Last month the firm extended its Southeast US presence further with a $210 million AUM breakaway advisor from Merrill and announced the addition of financial advisor Amber Knips in Minnesota, who previously managed more than $107 million of client assets at Sweet Financial Partners.
Meanwhile, Wells Fargo advisors may have lost an advisor in Waukee, but they recently added a $1.8 billion AUM breakaway team from Morgan Stanley and a $2 billion AUM team from JPMorgan.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
