John D. Hansen

401KLOGIC LLC

WHEATON, IL 60189

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CRD#: 1133587

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Hansen

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2024 - Present

401KLOGIC LLC

Office #1: 889 South Lorraine Road Suite 210, Wheaton, IL 60189

RIA

CRD#: 326629

WHEATON, IL

Past

April 8, 2016 - October 16, 2023

TRAC ASSET MANAGEMENT LLC

RIA

CRD#: 170662

WINNETKA, IL

Past

May 21, 2013 - September 14, 2015

KENILWORTH ASSET MANAGEMENT, LLC

RIA

CRD#: 123980

CHICAGO, IL

Past

January 27, 2010 - February 20, 2013

CANTELLA & CO., INC.

RIA

CRD#: 13905

WINNETKA, IL

Past

December 2, 2009 - February 20, 2013

CANTELLA & CO., INC.

CRD#: 13905

WINNETKA, IL

Past

November 9, 2006 - November 17, 2009

NRP FINANCIAL, INC.

CRD#: 103717

WILMETTE, IL

Past

April 19, 2005 - September 29, 2006

FINANCIAL TELESIS INC

CRD#: 31012

NORTHFIELD, IL

Past

April 19, 1998 - April 18, 2005

WINTRUST INVESTMENTS LLC

CRD#: 875

CHICAGO, IL

Past

September 21, 1994 - March 24, 1998

RODMAN & RENSHAW INC.

CRD#: 724

CHICAGO, IL

Past

September 10, 1992 - September 21, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 5, 1990 - August 6, 1992

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 8, 1988 - October 26, 1990

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 13, 1987 - September 19, 1988

CIBC WORLD MARKETS CORP.

CRD#: 630

Past

June 12, 1985 - July 15, 1987

J.P. MORGAN SECURITIES LLC

CRD#: 79

Past

June 22, 1983 - June 11, 1985

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 1/26/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/3/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/5/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/18/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/28/2010

General Securities Principal Examination

Current Firm

401KLOGIC LLC

CRD#: 326629 / SEC#:

Illinois

Registered Investment Advisory firm - (10/3/2024 Approved)

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Contact information

Main Address

889 South Lorraine Road Suite 210, Wheaton, IL 60189

Mailing Address

Phone number

(847) 274-8159

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John D. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRAC ASSET MANAGEMENT LLC

KENILWORTH ASSET MANAGEMENT, LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

NRP FINANCIAL, INC.

FINANCIAL TELESIS INC

WINTRUST INVESTMENTS LLC

RODMAN & RENSHAW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

CIBC WORLD MARKETS CORP.

J.P. MORGAN SECURITIES LLC

BLUNT ELLIS & LOEWI INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2010

Series 63

Date: 6/3/1983

Series 3

Date: 8/5/1983

Series 7

Date: 6/18/1983

Series 24

Date: 8/28/2010

Current Firm

401KLOGIC LLC

Contact information

Documents

Red Flags

Company Information

401KLOGIC LLC

TRUST BUT VERIFY

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