Danial J. Verhaalen

HACKETT FINANCIAL GROUP

Wimberley, TX 78676

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CRD#: 6240827

Professional summary

Danial James Verhaalen, who also goes by Daniel J Verhaalen, is a registered financial advisor currently at HACKETT FINANCIAL GROUP, LLC located in Wimberley, Texas.

Danial is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Danial has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel J Verhaalen

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 Danial James Verhaalen's CRS (Customer Relationship Summary).

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

July 19, 2024 - Present

HACKETT FINANCIAL GROUP, LLC

Office #1: 840 East Summit Drive, Wimberley, TX 78676

RIA

CRD#: 141656

Wimberley, TX

Past

November 15, 2017 - May 20, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN ANTONIO, TX

Past

November 15, 2017 - May 20, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN ANTONIO, TX

Past

July 28, 2016 - November 14, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Past

June 17, 2016 - November 14, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

June 25, 2015 - August 5, 2016

HACKETT FINANCIAL GROUP, LLC

RIA

CRD#: 141656

WIMBERLEY, TX

Past

January 25, 2014 - December 2, 2014

WADDELL & REED

RIA

CRD#: 866

AUSTIN, TX

Past

December 5, 2013 - December 2, 2014

WADDELL & REED

CRD#: 866

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HACKETT FINANCIAL GROUP, LLC

CRD#: 141656 / SEC#: 801-132704

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (6/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(7/19/2024)

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: 1/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2013

General Securities Representative Examination

Current Firm

HACKETT FINANCIAL GROUP, LLC

CRD#: 141656 / SEC#: 801-132704

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (6/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2025 Terminated)

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Contact information

Main Address

840 East Summit Drive, Wimberley, TX 78676

Mailing Address

Po Box 3008, Wimberley, TX 78676-1755

Phone number

(512) 847-0630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFG FORM ADV PART 2A (5/23/2025)

Regulatory assets under management

Total Number of Accounts	641
AUM (Assets Under Management)	$ 133,228,000

Red Flags

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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Firm Stability Insights

Danial J. Verhaalen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danial James Verhaalen's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

HACKETT FINANCIAL GROUP, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

HACKETT FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2013

Current Firm

HACKETT FINANCIAL GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HACKETT FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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