Partner
CurrentA Registered Investment AdviserProfessional portfolio managementAdvanced Estate and Business Succession Planning401(k) and Defined Benefit plansRetirement Income Planning
Please complete the CAPTCHA to continue
@creativewealthstrategies.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Brook Hansen is listed as Minneapolis-St Paul Tax Reduction when selling a business & or Investment Real Estate/Buy Sell Agreements/Wealth Management/Business Continuation & Succession/Creative Wealth Strategies/ RIA / Since 1995 at Creative Wealth Strategies Inc, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at creativewealthstrategies.com and a matched LinkedIn profile for Brook Hansen.
Brook Hansen previously worked as Partner at Adams-Hansen & Associates and President at Creative Wealth Strategies Inc. Brook Hansen holds Clu, Chfc, Aep, Cap, Ricp, Financial Services from The American College Of Financial Services.
This section adds company-level context without repeating Brook Hansen's masked contact details.
AeroLeads found 1 current-domain work email signal for Brook Hansen. Compare company email patterns before reaching out.
*Helping Wealthy Professionals, Real Estate Investors & Business Owners with Business Continuation, Succession, Tax & Philanthropic Goals In the Greater Minneapolis St Paul Area.√ What would you do with the assets you already have to substantially increase your income, or inheritance, or net worth? Creative Wealth Strategies was founded in 1995 with the objective of being dedicated to the maximization of our clients’ assets. Adams-Hansen & Associates is a DBA of Creative Wealth Strategies Inc As Fee-Only Fiduciary Advisors our specialty is to offer wealth management and philanthropic planning for high-net-worth individuals & business owners. The robust discovery process we employ develops a personal mind map fulfilling the wealth management formula to help you mitigate taxes &/or financial issues (problems) with all the benefits of an operating agreement. √ Solve for the optimum approach to maximize the protection & value of a company for continuation, family succession or sale to 3rd party. √ Estate Tax Wise Charitable Planning for affluent clients.√ 1031 Investment Property exchange using an intermediator or DST.√ Or a combination of the above! We can help you save thousands or millions of dollars when selling highly appreciated assets. ★ NEXT STEP ★ If you’d like to chat, please contact me at 612-986-7860, brook@adamshansen.comor schedule directly at http://calendly.com/aha-brook Visit adamshansen.com ★ What Makes Us Different ★ Employing a narrow & deep focus, you won’t pay commission as we are fee only, independent & unaffiliated.As consultants, we work with a team of professionals, lawyers, CPA’s, Insurance professionals, bankers, valuation analysts & others as necessary. ★ Specialties Include ★ Tax Reduction While Selling a Business, Tax Reduction While Selling Investment Real Estate, Buy-Sell Agreements, Wealth Management, Business Continuation, Business Succession, Creative Wealth Strategies, 401K, Life Insurance, Tax-Wise Estate Planning, Tax Wise Charitable Planning, Tax Wise Charitable Planning, 1031 Investment Properties, Fiduciaries www.adamshansen.combrook@adamshansen.com612-986-7860
Listed skills include Retirement Planning, Retirement, Wealth Management Services, Estate Planning, and 31 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
A Registered Investment AdviserProfessional portfolio managementAdvanced Estate and Business Succession Planning401(k) and Defined Benefit plansRetirement Income Planning
Minnetonka, Minnesota, US
Brook is an Accredited Estate Planner (AEP) as well as holding the industry designations of Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) and Chartered Advisor in PhilanthropyHe manages assets for individuals, companies, trusts and foundations as well as providing a broad range of advanced planning to these groups
Minnetonka, Minnesota, US
Creative Wealth Strategies a Registered Investment AdviserProfessional portfolio managementAdvanced Estate and Business Succession Planning401(k) and Defined Benefit plansRetirement Income Planning
Quick answers generated from the profile data available on this page.
Brook Hansen works for Creative Wealth Strategies Inc.
Brook Hansen is listed as Minneapolis-St Paul Tax Reduction when selling a business & or Investment Real Estate/Buy Sell Agreements/Wealth Management/Business Continuation & Succession/Creative Wealth Strategies/ RIA / Since 1995 at Creative Wealth Strategies Inc.
AeroLeads has found 1 work email signal at @creativewealthstrategies.com for Brook Hansen at Creative Wealth Strategies Inc.
Brook Hansen is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Creative Wealth Strategies Inc.
Brook Hansen has worked for Adams-Hansen & Associates, Creative Wealth Strategies Inc, Center For Ethical Business Cultures, Tax Reduction Institute, and Dominos Pizza.
You can use AeroLeads to view verified contact signals for Brook Hansen at Creative Wealth Strategies Inc, including work email, phone, and LinkedIn data when available.
Brook Hansen holds Clu, Chfc, Aep, Cap, Ricp, Financial Services from The American College Of Financial Services.
Brook Hansen is listed with skills including Retirement Planning, Retirement, Wealth Management Services, Estate Planning, Wealth, Personal Finance, Financial Advisory, and Asset Managment.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts