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RIA / WealthAdvisor30 years in industry

NICKIE TODD DALLY

Advisor at HANSEN & ASSOCIATES FINANCIAL GROUP INC.

Elk Grove, CA | ROSEVILLE, CA

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Search this name across graphsid dfx:ria:4afdfcd7-191b-e86d-1fb0-ac91e29d122a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2008 to Sep 15, 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: HANSEN & ASSOCIATES FINANCIAL GROUP INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 1
Exams: S65
First exam: Jul 9, 2008
First registration: Jul 10, 2008
Dual registered: no
Other names: NICK DALLY
IAPD individual key: 4738406

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
HANSEN & ASSOCIATES FINANCIAL GROUP INC.	Independent wealth	Mar 10, 2021	n/a	yes	Elk Grove, CA\|ROSEVILLE, CA	Current employment
BLUEPRINT INVESTMENTS AND TAX PLANNING	State registered	Sep 23, 2019	n/a	yes	Elk Grove, CA	Current employment
CADGER TAX AND FINANCIAL INC.	State registered	Jan 22, 2021	Jan 6, 2022	no	Elk Grove, CA	Previous registration
BLUEPRINT WEALTH PARTNERS, LLC	n/a	Jan 5, 2019	Oct 5, 2019	no	Elk Grove, CA	Previous registration
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	May 27, 2014	Jan 18, 2019	no	ELK GROVE, CA\|BRENTWOOD, TN\|ELK GROVE, CA\|ELK GROVE, CA	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Jun 27, 2013	Sep 16, 2014	no	SANTA CLARITA, CA	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Apr 19, 2010	Apr 18, 2012	no	OXNARD, CA\|SARASOTA, FL	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Jan 12, 2009	Jul 22, 2009	no	SANTA CLARITA, CA\|OMAHA, NE	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Jul 10, 2008	Dec 31, 2008	no	SANTA CLARITA, CA\|OMAHA, NE	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
CADGER TAX AND FINANCIAL INC.	HANSEN & ASSOCIATES FINANCIAL GROUP INC.	Jan 6, 2022	Mar 10, 2021	-302	Firm change after gap	Other
BLUEPRINT WEALTH PARTNERS, LLC	BLUEPRINT INVESTMENTS AND TAX PLANNING	Oct 5, 2019	Sep 23, 2019	-12	Firm change	Other
VIRTUE CAPITAL MANAGEMENT, LLC	BLUEPRINT WEALTH PARTNERS, LLC	Jan 18, 2019	Jan 5, 2019	-13	Firm change	Other
COPPELL ADVISORY SOLUTIONS LLC	VIRTUE CAPITAL MANAGEMENT, LLC	Sep 16, 2014	May 27, 2014	-112	Firm change after gap	Other
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	COPPELL ADVISORY SOLUTIONS LLC	Apr 18, 2012	Jun 27, 2013	435	Firm change after gap	Other
ENVISION INVESTMENT ADVISORS, LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Jul 22, 2009	Apr 19, 2010	271	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
168921:291591:CA:2019-10-05	Oct 5, 2019	Sep 23, 2019	ELK GROVE, CA	Firm change

Relationships

Registered with (8)

→ HANSEN & ASSOCIATES FINANCIAL GROUP INC.Registered adviserregistration: current employment
Mar 10, 2021 to presentfactForm ADV
→ BLUEPRINT INVESTMENTS AND TAX PLANNINGRegistered adviserregistration: current employment
Sep 23, 2019 to presentfactForm ADV
→ CADGER TAX AND FINANCIAL INC.Registered adviserregistration: previous registration
Jan 22, 2021 to Jan 6, 2022factForm ADV
→ BLUEPRINT WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 5, 2019 to Oct 5, 2019factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 27, 2014 to Jan 18, 2019factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Jun 27, 2013 to Sep 16, 2014factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Apr 19, 2010 to Apr 18, 2012factForm ADV
→ ENVISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 12, 2009 to Jul 22, 2009factForm ADV

Dated events

Occurred
Jan 6, 2022
Advisor changed firm
Nickie Todd Dally left Cadger Tax And Financial Inc. for Hansen & Associates Financial Group Inc. (registered 2021-03-10)
Form ADVobserved 5 days ago