Jaris Hansen
Advisor at RPC Wealth, LLC
Updated today
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.
Firm
RPC Wealth, LLC
Location
Loveland, CO 80537
Credentials
Series 63, Series 65
Industry experience
11 years
About
Jaris Hansen is a financial advisor at RPC Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 10 years. In addition to his advisory role, he operates as an insurance agent under the name Retirement Planning Center of the Rockies. RPC Wealth, LLC serves individual clients with financial planning, consulting, and discretionary investment management, focusing on holistic retirement planning that includes tax and health care considerations. The firm uses a manager-of-managers approach to asset allocation tailored to client needs and provides ongoing monitoring and periodic account reviews.
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $3,000,000: 1.20% $3,000,000 - $4,000,000: 1.10% $4,000,000+: 1.00%
Certain Supervised Persons offer insurance products under separate commission-based arrangements.
Location
700 W. Eisenhower Blvd, Suite 130
Loveland, CO 80537
Most active in
Jaris H has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
RPC Wealth, LLC
2024 - Present (2 years)
Brookstone Capital Management
2014 - 2024 (10 years)
Retirement Planning Center
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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