Darenda Hanson
Advisor at Core Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Core Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oklahoma City, OK 73132
Credentials
Series 65
Industry experience
5 years
Darenda Hanson is a financial advisor at Core Wealth Management, LLC in Oklahoma City, holding a Series 65 designation with five years of industry experience. Prior to joining Core Wealth Management in 2019, she worked at Peter Terranova, CPA, and Rush Truck Center. Outside of her advisory role, Hanson owns and operates Focused Financial Coaching, where she coaches individuals and couples on day-to-day spending habits. Core Wealth Management is an SEC-registered investment advisory firm with three advisors managing approximately $37.6 million for around 100 clients. The firm primarily serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting services.
Based on Core Wealth Management, LLC
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Persons associated with the firm are licensed insurance agents and earn commission-based compensation for selling insurance products, which is separate and in addition to advisory fees.
Account minimum: No minimum stated; firm states it generally does not require a minimum amount to open and maintain an account but may terminate accounts it deems too small to manage effectively.
8901 Commerce Park Drive
Oklahoma City, OK 73132
Oklahoma
Core Wealth Management, LLC
2019 - Present (7 years)
Peter Terranova, CPA
2017 - 2019 (2 years)
Rush Truck Center
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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