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Corey L. Hansen
Corey L. Hansen
Financial Advisor
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
tel: 425-451-3333
toll free: 800-328-2802
fax: 425-453-5802
Email Me
Welcome Associations Honors Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Northwest Entrepreneur Network
    Five Minute Forum Committee
    Bellevue, WA
  • Bellevue Entrepreneur Center
    Former Advisor
    Bellevue, WA
Honors and Recognitions
  • Best Practices of High Performance Entrepreneurs
    Co-Author
  • Bellevue Entrepreneur Center Service Award - 2006
  • Ron Battles Excellence Award - 2007
  • Inc Magazine - July 2008 - "HOW TO: Assemble a Board of Advisors" - 7 quotes
Education and Licensing
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed
  • Master of Science - Organizational Development
    Central Washington University
    Ellensburg, WA
  • Bachelor of Science - Business & Economics
    Central Washington University
    Ellensburg, WA
Services
  • 401k Rollovers
  • Business Planning
  • Business Succession Planning
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Financial Planning
  • Insurance Services
  • Lending Services
  • Qualified Plans
  • Wealth Management
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Bellevue, WA
  • 1999 - 2007: Washington Small Business Development Centers
    Certified Business Advisor
    Seattle / Bellevue, WA
Bulletin Board
  • If you are considering upgrading your company's retirement plan, see brochures for some timely information.
  • As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
Corey L. Hansen is licensed in the following state(s): AK, CA, MA, MD, OR, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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