Advisor at Uncommon Cents Investing
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
Uncommon Cents Investing
Location
Janesville, WI 53546
Credentials
CFP®, Series 66
Industry experience
19 years
Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.
Based on Uncommon Cents Investing
Based on Uncommon Cents Investing
$0+: Up to 1.20% annually, negotiable based on account size, complexity, activity, or other reasons $0+: ERISA 3(21) plan fees range from 0.25% to 1.00% annually +:
Up to $300 per hour, charged for consulting services
Account minimum: $250,000
1215 Suffolk Dr., Unit 100
Janesville, WI 53546
Texas · Wisconsin
Uncommon Cents Investing
2017 - Present (9 years)
SII Investments, Inc.
2006 - 2017 (11 years)
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Series 65
Janesville, WI
Uncommon Cents Investing
Series 63, Series 65
Janesville, WI
Uncommon Cents Investing
Series 65
Milton, WI
Morling Financial Advisors, LLC
Series 63, Series 65
Janesville, WI
Associated Investment Services, Inc.
CFP®, Series 63, Series 65
Janesville, WI
Retirement Plan Advisors, LLC
Series 63, Series 65
Janesville, WI
Johnson Wealth Inc.
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