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Assistant Compliance Officer · Willow Creek Wealth Management, Inc.

Beverly A. Hanson

CRD 7251278 · Named on Form ADV at one SEC-registered adviser

At a glance

Willow Creek Wealth Management, Inc., an SEC-registered wealth manager based in Sebastopol, CA with $2.3 billion in regulatory assets, lists Beverly A. Hanson on its Form ADV as Assistant Compliance Officer, a control person.

Firms and roles

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Beverly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Bruce J. DziezaChairman of the Board, Partner, Willow Creek Wealth Management, Inc.
  • Heather C. BelliChief Compliance Officer, Partner, Willow Creek Wealth Management, Inc.
  • Jason R. GittinsDirector of Advisory Services, Partner, Willow Creek Wealth Management, Inc.
  • Kelly A NoonanChief Operating Officer, Cheif Financial Officer, Partner, Willow Creek Wealth Management, Inc.
  • Mark F. KeatingChief Investment Officer, Partner, Willow Creek Wealth Management, Inc.

1 more person named with Beverly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beverly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.