# Hansen & Associates Financial Group

Hansen & Associates Financial Group is a Bank / Wealth / Trust based in Roseville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.hansenfg.com
- **LinkedIn:** https://www.linkedin.com/company/hansen-and-associates-financial-group-inc

## Regulatory record

- **CRD number:** 168363
- **SEC file number:** 801-122580
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168363

## About

Founded at an undisclosed date, Hansen & Associates Financial Group operates as a financial advisory firm from its headquarters in Greenwood Village, Colorado. The firm's structure and ownership are not publicly detailed, and it does not appear to maintain a significant digital footprint beyond a basic web presence. No named principals or founding partners are available in the public record. The firm does not publicly disclose its investment strategy, asset-class allocation, or deployment activity. No portfolio companies, fund commitments, or direct investments are a matter of public record. There is no indication of participation in institutional private markets, venture capital, or direct co-investment programs. Its geographic focus appears limited to the Denver metropolitan area and surrounding Colorado communities. Scale metrics such as assets under management, number of clients, or team size are not disclosed. Hansen & Associates Financial Group does not list any additional offices on its website, nor does it reference any affiliated philanthropic foundations, operating companies, or peer-network memberships. No operational events, fund closes, or leadership changes have been reported in the last 24 months. The firm maintains no known LinkedIn company page, and its website offers only a landing page without substantive content on team, strategy, or history. Hansen & Associates Financial Group represents the large segment of US wealth managers that operate beneath the threshold of institutional coverage, serving a local client base without seeking public capital or press attention. Without public-facing leadership or investment content, the firm's architecture remains opaque, a common profile among independent advisors who rely on personal networks and referrals rather than institutional branding.

## Sectors

- Wealth Management
- Asset Management

## People

- Mark Hansen — President/Co-Founder
- David C. Yelle — Portfolio Manager
- Wally Darling — Managing Partner and Owner, Lakewood Hills Investments, LLC

## Questions

### Who runs investment decisions at Hansen & Associates Financial Group?

No named principals or investment-committee members are in the public record. The firm does not publish leadership biographies on its website, nor does it maintain a LinkedIn presence. This opacity is typical of an independent advisory practice serving a local client base through personal relationships rather than institutional marketing.

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Last updated: 2026-08-11T02:43:31.692Z

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