Steven Hansen

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Coeur D'alene, ID 83814

Credentials

Series 63, Series 65

Industry experience

33 years

About

Steven Hansen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's individual goals, utilizing insights from Merrill and solutions from Bank of America. His approach emphasizes flexibility to adapt to changing market conditions while aiming to help clients pursue their long-term financial objectives.

Steven holds a Bachelor's Degree from the University of California System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, he follows the Merrill tradition of volunteering with local organizations.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management

Work history

Bank of America,N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1992 - Present (34 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jasson L

Series 63, Series 65

Coeur D'alene, ID

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Brett R

CFP®, Series 66

Hayden, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Real estate investing Founder/Business Owner

Jordan R

Series 66

Post Falls, ID

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management

Peter Z

Series 66

Post Falls, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Troy B

Series 66

Coeur D Alene, ID

Merrill

Troy Braga is the Resident Director and Wealth Management Advisor at Merrill Lynch. He joined Merrill Lynch Wealth Management in 2014 following twelve years of experience in diverse corporate finance roles. Troy's expertise encompasses a wide spectrum of financial planning and advisory services, including corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and tax minimization. His focus is on helping affluent individuals, retirees, and business owners navigate the complexities of their financial lives through personalized, tax-efficient strategies aimed at growing and preserving wealth. Troy holds a Bachelor’s degree in Finance and Human Resources Management from the University of Idaho and an M.B.A. from Washington State University. He is a Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). While Troy is a Certified Public Accountant, he does not provide tax advice in his current role. Beyond his professional commitments, Troy is actively involved in his community as a member of the Innovia Foundation Kootenai County Leadership Council, Kootenai Health Foundation, and The Salvation Army Kroc Center Board. He enjoys spending time outdoors pursuing activities such as basketball, biking, camping, fishing, hiking, running—including marathons—skiing, and traveling, often with his family.

Concentrated stock management General retirement planning Charitable giving & philanthropy Wealth management

Lauren B

Series 66

Coeur D'alene, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")