Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDHans Reese
New Stage Investment Group<sup>®</sup>
1900 S Norfolk St, Ste 350
San Mateo, CA 94403
650-458-0312
From Stress to Success: Unlocking your retirement.
About New Stage Investment Group®
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
Businesses, Individual Investors
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Education Funding and Planning, Risk Management
Services
Investment Types
Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Email, Your Home, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AAMS®, CRPC®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Life, Annuity, Long Term Care, Variable Annuity, Variable Life
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Based on Assets, Hourly
Hourly Rate
$320
Additional Details on Charges
We prefer a fee-based model for investment management. Working as a fiduciary under LPL Financial's advisory platform, the cost-of-service ranges between 0.60% to 1.50% annually. Billed each quarter and printed on your statement, the cost is transparent and based on the value of your account. This means our compensation goes up or down based on the value of your account. This helps align our financial interests with yours.
Education
Bachelor of Science in Business Administration - Business Administration
University of Colorado
-
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net 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.