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RIA / WealthAdvisorCertified Financial Planner24 years in industry

MICHAEL BO HANSEN

Advisor at MONVIA FINANCIAL L.P.

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:157548b6-b38c-8ed7-d186-104d0ed2e5f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 31, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONVIA FINANCIAL L.P.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 10, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 10, 2002
First registration: May 31, 2002
Dual registered: no
IAPD individual key: 4471989

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONVIA FINANCIAL L.P.	State registered	Sep 22, 2025	n/a	yes	WALNUT CREEK, CA	Current employment
WHITEHALL-PARKER SECURITIES, INC.	n/a	Jan 19, 2016	Jan 8, 2021	no	WALNUT CREEK, CA	Previous registration
BUTTONWOOD FINANCIAL INC.	n/a	Sep 10, 2012	Dec 31, 2021	no	WALNUT CREEK, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 21, 2012	Jul 19, 2013	no	WALNUT CREEK, CA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 9, 2009	Feb 24, 2012	no	FULLERTON, CA\|WALNUT CREEK, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	May 31, 2002	Aug 10, 2009	no	SAN JOSE, CA\|WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BUTTONWOOD FINANCIAL INC.	WHITEHALL-PARKER SECURITIES, INC.	Dec 31, 2021	Jan 19, 2016	-2,173	Firm change after gap	Other
WHITEHALL-PARKER SECURITIES, INC.	MONVIA FINANCIAL L.P.	Jan 8, 2021	Sep 22, 2025	1,718	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	BUTTONWOOD FINANCIAL INC.	Jul 19, 2013	Sep 10, 2012	-312	Firm change after gap	Other
VOYA FINANCIAL ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 24, 2012	Feb 21, 2012	-3	Firm change	Other
MSI FINANCIAL SERVICES, INC.	VOYA FINANCIAL ADVISORS, INC.	Aug 10, 2009	Sep 9, 2009	30	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10608:165932:CA:2021-01-08	Jan 8, 2021	Sep 22, 2025	WALNUT CREEK, CA	Firm change after gap

Relationships

Registered with (6)

→ MONVIA FINANCIAL L.P.Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ BUTTONWOOD FINANCIAL INC.Registered adviserregistration: previous registration
Sep 10, 2012 to Dec 31, 2021factForm ADV
→ WHITEHALL-PARKER SECURITIES, INC.Registered adviserregistration: previous registration
Jan 19, 2016 to Jan 8, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 21, 2012 to Jul 19, 2013factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 9, 2009 to Feb 24, 2012factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 31, 2002 to Aug 10, 2009factForm ADV

Dated events

No dated event names this entity yet.