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JH

John Daniel Hansen

401KLOGIC
WHEATON, IL
·CRD# 1133587·43 years experience

Professional Summary

John Daniel Hansen, who also goes by Dan Hansen, is a registered financial advisor currently at 401KLOGIC LLC located in Wheaton, Illinois. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 14 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Hansen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

401KLOGIC LLC·CRD# 326629
RIA
889 South Lorraine Road Suite 210, Wheaton, IL 60189
October 3, 2024 - Present
TRAC ASSET MANAGEMENT LLC·CRD# 170662
RIA
Winnetka, IL
April 8, 2016 - October 16, 2023
KENILWORTH ASSET MANAGEMENT, LLC·CRD# 123980
RIA
Chicago, IL
May 21, 2013 - September 14, 2015
CANTELLA & CO., INC.·CRD# 13905
RIA
Winnetka, IL
January 27, 2010 - February 20, 2013
CANTELLA & CO., INC.·CRD# 13905
BD
Winnetka, IL
December 2, 2009 - February 20, 2013
NRP FINANCIAL, INC.·CRD# 103717
BD
Wilmette, IL
November 9, 2006 - November 17, 2009
FINANCIAL TELESIS INC·CRD# 31012
BD
Northfield, IL
April 19, 2005 - September 29, 2006
WINTRUST INVESTMENTS LLC·CRD# 875
BD
Chicago, IL
April 19, 1998 - April 18, 2005
RODMAN & RENSHAW INC.·CRD# 724
BD
Chicago, IL
September 21, 1994 - March 24, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 10, 1992 - September 21, 1994
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
November 5, 1990 - August 6, 1992
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
September 8, 1988 - October 26, 1990
CIBC WORLD MARKETS CORP.·CRD# 630
BD
July 13, 1987 - September 19, 1988
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
June 12, 1985 - July 15, 1987
BLUNT ELLIS & LOEWI INCORPORATED·CRD# 7580
BD
June 22, 1983 - June 11, 1985

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Current Firm

4L
401KLOGIC LLC

401KLOGIC LLC

CRD#: 326629
Illinois
Registered Investment Advisory firm - Illinois (10/3/2024 Approved)

Contact Information

Main Address

889 South Lorraine Road Suite 210, Wheaton, IL 60189

Phone Number

(847) 274-8159

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(10/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1983About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Aug 1983About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jun 1983About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2010About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Daniel Hansen's CRS (Customer Relationship Summary).

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