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    Paladin Research Report For:

    Hans Reese

    New Stage Investment Group<sup>&reg;</sup>

    AAMS®CRPC®CFP®
    1900 S Norfolk St, Ste 350
    San Mateo, CA 94403
    650-458-0312
    Visit Website
    https://www.newstageinvestment.com

    About Hans Reese

    We stand as an independent, fee-based investment services firm committed to guiding you through the stages of your life with continuous planning advice. Our professional investment management process is designed to leverage lower-cost, tax-efficient investments, ensuring the creation, investment, and monitoring of a personalized portfolio. The synergy of these elements culminates in a streamlined path towards greater financial success. Elevate your planning, invest with professional experience, save valuable time, and enjoy financial journey with less worry and better result.

    Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA www.finra.org, SIPC www.sipc.org.

    See Disclosures

    General Information

    Firm Start Year
    • 2013
    No. of Employees
    • 1
    CRD#
    • 4334724
    Firm CRD#
    • 6413
    Insurance License#
    • 0D31581
    Name of Broker/Dealer
    • LPL Financial
    Name of Custodial Firm
    • LPL Financial
    States Licensed in
    • CA, FL, HI, NV
    Years of Experience in Financial Services
    • 23
    Number of Years with Current Firm
    • 13
    Work Experience
    • Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.

      Additionally, Hans earned Chartered Retirement Planning Counselor™ in 2003 and Accredited Asset Management Specialist™ in 2005 from the College of Financial Planning. Then in 2007 earned the well regarded CERTIFIEID FINANCIAL PLANNER™
    Work with the following types of clients
    • Individual Investors, Businesses
    Advisory Services Provided
    • Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Risk Management

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, AAMS®, CRPC®
    Securities Licenses
    • Series 66, Series 7
    Insurance and Annuity Licenses
    • Variable Annuity, Long Term Care, Variable Life, Life, Annuity

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Compensation Methods
    • Based on Assets, Hourly, Flat Fee

    Education

    Bachelor of Science in Business Administration - Business Administration

    University of Colorado
    -

    Disclosures

    LPL ADV 2A

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detail Disclosures:

    https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

    Disclaimer

    Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A registered Investment Advisor, Member FINRA/SIPC.

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      Fairfax, VA, 22033
    • Telephones
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      Fax: 703-259-4487
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