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Hans Reese

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403


Financial guidance for each stage of your life.

About New Stage Investment Group®

We are an independent, fee-based investment management firm. Our planning advice is ongoing for each stage of your life. Our investment management is a professional process that seeks to use lower cost, tax efficient investments when creating, investing and monitoring a tailored investment portfolio. Put the two together and your result is a simplified pursuit of financial success. Improve your planning. Invest professionally. Save time. Worry less. Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA, SIPC

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.

I work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Insurance Planning, Financial Planning for Individuals


Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, At my office, At your home, Video Conference, Via Phone


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee


Bachelor of Science in Business Administration - Business Administration

University of Colorado



Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A registered Investment Advisor, Member FINRA/SIPC.