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    Paladin Research Report For:

    Hans Reese

    New Stage Investment Group®

    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

    Hans Reese leads New Stage Investment Group® as a seasoned CERTIFIED FINANCIAL PLANNER™ professional since 2007. With a career spanning over two decades, Hans worked with top wealth management teams at Merrill Lynch and Morgan Stanley before carving a niche in personal financial planning and a fiduciary focused investment process with New Stage Investment Group®. His strategic focus encompasses crafting tailored solutions for retirement, tax-aware investing, and optimizing cost-effective investments.

    Beyond the numbers, what sets Hans apart is a diverse professional experience in hospitality, international logistics, and internet startups. This unique blend provides clients with not just financial guidance, but a global perspective and personalized service standards that transcends conventional approaches. Born and raised in Honolulu, Hawaii, and a Punahou alum, Hans pursued his interest in business and finance earning a degree from the University of Colorado, Leeds School of Business.

    If you're seeking financial advice that goes beyond the numbers and prioritizes your unique goals, consider scheduling an appointment with Hans. His commitment to personalized service, coupled with an experienced understanding of the unique challenges faced by Bay Area investors, Hans can help you build a more successful and secure financial future.

    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

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    LPL ADV 2A

    https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

    Additional Detailed 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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