Daniel K. Hartenstein
Professional summary
Daniel Kai Hartenstein, who also goes by Dan Kai Hartenstein, Dan Hartenstein, is a registered financial advisor currently at ECS WEALTH STRATEGIES located in Honolulu, Hawaii.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Kai Hartenstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2022 - Present
ECS WEALTH STRATEGIES
Office #1: 615 Piikoi Street Suite 1503, Honolulu, HI 96814September 30, 2010 - March 12, 2015
FIRST ALLIED ADVISORY SERVICES, INC.
January 4, 2005 - October 7, 2010
GREENBOOK INVESTMENT MANAGEMENT, INC.
January 16, 2003 - December 31, 2004
XELAN FINANCIAL PLANNING, INC.
January 10, 2003 - January 16, 2003
XELAN INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2022)
Current Firm
ECS WEALTH STRATEGIES
CRD#: 316061 / SEC#:
Contact information
Red Flags
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