Advisor at Hansa Investments LLC
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Firm
Hansa Investments LLC
Location
Stevenson, MD
Credentials
Series 63, Series 65
Industry experience
29 years
Peter Mulaikal is the sole advisor at Hansa Investments LLC and holds Series 63 and Series 65 licenses, with 29 years of industry experience. Prior to founding Hansa Investments in 2017, he worked at H. Beck, Inc. for 12 years. He is also a member of Anesthesia Perioperative Services LLC, where he has served as an anesthesiologist since 2005. Hansa Investments LLC provides portfolio management and financial planning for individuals, including high-net-worth clients, and offers pension consulting for employee benefit plans. The firm employs a diverse investment approach incorporating multiple analysis methods and strategies, combining pension consulting with licensed insurance sales within a small independent advisory setting.
Based on Hansa Investments LLC
Based on Hansa Investments LLC
$1,000 - $999,999: 1.50% $1,000,000+: 1.00%
$350 per hour for financial planning services.
Account minimum: $1,000
Stevenson, MD
Maryland
Hansa Investments LLC
2017 - Present (9 years)
H. Beck, Inc.
2005 - 2017 (12 years)
Anesthesia Perioperative Services LLC
2005 - Present (21 years)
Parkway Anesthesiologist, PA
1981 - 2017 (36 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Verified by Warmer
CFP®
Eldersburg, MD
ABEL Financial Management Co.
Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
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