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Donald A Hahn

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-30
CA RA APPROVED 2024-08-16
  • TX RA
    APPROVED
    Since 2024-11-30
  • CA RA
    APPROVED
    Since 2024-08-16

Branch Locations

755 Sw Bonnett Way, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Portland OR 07/2005 01/2022
Hahn Consulting Group Bend OR 01/2022 07/2022
Commongood Capital Orlando FL 08/2022 10/2022
Unemployed Bend OR 10/2022 12/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2023 07/2024
Northwestern Mutual Investment Services Llc Bend OR 01/2023 07/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2023 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 07/2024 Present
Bank Of America, N.A. Bend OR 08/2024 Present
  • 07/2005 → 01/2022
    U.S. Bank
    Portland, OR
  • 01/2022 → 07/2022
    Hahn Consulting Group
    Bend, OR
  • 08/2022 → 10/2022
    Commongood Capital
    Orlando, FL
  • 10/2022 → 12/2022
    Unemployed
    Bend, OR
  • 01/2023 → 07/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2023 → 07/2024
    Northwestern Mutual Investment Services Llc
    Bend, OR
  • 10/2023 → 07/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bend, OR
  • 08/2024 → Present
    Bank Of America, N.A.
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-28
S63 Uniform Securities Agent State Law Examination 2022-09-22
  • S65 Uniform Investment Adviser Law Examination
    2024-05-28
  • S63 Uniform Securities Agent State Law Examination
    2022-09-22
Other Names
  • Donald Aaron Hahn
  • Donald Hahn
  • Don Hahn

View on SEC IAPD

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JOHN GRANT ASPELL
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JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

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