Daniel Kai Hartenstein

Current Employers

Employment History

• 01/2001 → Present
  Hart Financial Services Inc.
  Honolulu, HI

Previous Registrations

• 2010-09-30 → 2015-03-12
  First Allied Advisory Services, Inc.
  Honolulu, HI
• 2005-01-04 → 2010-10-07
  Greenbook Investment Management, Inc.
  Honolulu, HI
• 2003-01-16 → 2004-12-31
  Xelan Financial Planning, Inc.
  Honolulu, HI
• 2003-01-10 → 2003-01-16
  Xelan Investment Services, Inc.
  Honolulu, HI

Other Businesses

1.) Background actor since 2012; Author/Speaker/Entertainer/Media Contributor; hours vary but could be up to 8 hrs. per month and may be during securities trading hours. 2.) Dan Hartenstein/Notary services; Started July 2014; ~4 hrs. per month (hours vary), which may be during securities trading hours; Started July 2014 3.) Insurance Producer with Hart Financial Services/Other; ~60 hrs. per month, part during securities trading hours. 4.) Physicians Financial Services; Independant Contractor; Investment Related; 1810 S. 108th St. West Omaha Omaha NE 68144; Helping Successful Physicians and Dentists achieve financial independence and personal significance; Client service, fixed instrument management, and related logistical services.; Start date with business: 2025-04-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5; Contact person at the organization: Jeffrey Taxman; Website address for the organization: www.physicians-financialservices.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-04

Other Names

• Dan Hartenstein
• Dan Kai Hartenstein