Osaic Wealth
42yrs
Top advisor by experience in Grass Valley
27yrs
Rick Hansen is a fiduciary financial advisor in Grass Valley, California, with 27 years in the industry. Rick joined Robert W. Baird & Co. in 2010, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 53 advisors with offices in Grass Valley, and one of 48 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Grass Valley
Office360 Sierra College Drive Suite 200, Grass Valley, CA 95945
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Rick
Local office(530) 271-3000Ask for Rick. (414) 765-3500Main office · Milwaukee, WI 360 Sierra College Drive Suite 200Grass Valley, CA 95945Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Rick
Tailored to Rick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Rick
How do I contact Rick?
Call Rick’s local office at (530) 271-3000 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Rick Hansen.
How long has Rick been a financial advisor?
Rick has been in the industry since 1999, about 27 years. Top 21% by experience in Grass Valley.
What licenses does Rick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Rick a fiduciary?
Rick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rick paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Rick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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