Advisor at Vantage Point Investments, Inc.
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
Vantage Point Investments, Inc.
Location
Herriman, UT
Credentials
Series 63, Series 65
Industry experience
22 years
Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Vantage Point Investments since 2013 and previously at Sprout Financial LLC and Prosper Wealth Solutions. Outside of his advisory role, Hansen is an associated person with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent selling fixed life contracts. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers ongoing portfolio management and financial planning services, emphasizing individualized portfolio construction and diversified investment strategies that include ETFs, mutual funds, individual securities, and limited options strategies.
Based on Vantage Point Investments, Inc.
Based on Vantage Point Investments, Inc.
Herriman, UT
Utah
VPI AddVantage Fund LLC
2025 - Present (1 year)
Prosper Wealth Solutions
2021 - 2022 (1 year)
Sprout Financial LLC
2018 - 2020 (2 years)
Vantage Point Investments, Inc.
2013 - Present (13 years)
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Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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.
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