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Hans Reese, CFP®

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403
(650) 4580312

Financial guidance for each stage of your life.

About New Stage Investment Group®

We are an independent, fee-based investment management firm. Our planning advice is ongoing for each stage of your life. Our investment management is a professional process that seeks to use lower cost, tax efficient investments when creating, investing and monitoring a tailored investment portfolio. Put the two together and your result is a simplified pursuit of financial success. Improve your planning. Invest professionally. Save time. Worry less. Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA, SIPC

General Information

Firm Start Year




Firm CRD#


Insurance License#

CA 0D31581

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.

I work with the following types of clients

Individual Investors, Businesses


Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, At your home, Video Conference, Via phone


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®)

Securities Licenses

Series 66, held with LPL Financial, Series 7

Insurance and Annuity Licenses

Annuity, Variable Annuity, Life, Variable Life, Long Term Care

Financial Organization Memberships

Paladin Registry

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets


Bachelor of Science in Business Administration - Business Administration

University of Colorado


The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, FL, HI & IL


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