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DL

Daniel J. Leitner

HENDRICKS WEALTH AND ESTATE MANAGEMENT
ALGONQUIN, IL 60102
CRD#: 8025517
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DL
Daniel James LeitnerHENDRICKS WEALTH AND ESTATE MANAGEMENT

Professional summary

Daniel James Leitner is a registered financial advisor currently at HENDRICKS WEALTH AND ESTATE MANAGEMENT located in Algonquin, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daniel has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Daniel James Leitner'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

October 2, 2025 - Present

HENDRICKS WEALTH AND ESTATE MANAGEMENT

Office #1: 2403 Harnish Dr., Suite 201, Algonquin, IL 60102
RIA
CRD#: 289593
ALGONQUIN, IL

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".
HW
HENDRICKS WEALTH AND ESTATE MANAGEMENT
HENDRICKS WEALTH AND ESTATE MANAGEMENT | J.G.HENDRICKS FINANCIAL SERVICES, LLC | J.G. HENDRICKS FINANCIAL SERVICES, LLC DBA HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD#: 289593 / SEC#: 801-111818

RIA
Registered Investment Advisory firm - (10/6/2017 Approved)

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
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/2/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/23/2024
Securities Industry Essentials Examination

Current Firm

HW
HENDRICKS WEALTH AND ESTATE MANAGEMENT
HENDRICKS WEALTH AND ESTATE MANAGEMENT | J.G.HENDRICKS FINANCIAL SERVICES, LLC | J.G. HENDRICKS FINANCIAL SERVICES, LLC DBA HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD#: 289593 / SEC#: 801-111818

RIA
Registered Investment Advisory firm - (10/6/2017 Approved)
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Contact information

Main Address
2403 Harnish Dr., Suite 201, Algonquin, IL 60102
Mailing Address
Phone number
(847) 428-3997
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts2,734
AUM (Assets Under Management)$ 536,115,799

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.

Company Information

HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD#: 289593Algonquin, IL 60102

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