Daniel Hansen

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-05
CA	RA	APPROVED	2021-12-01

TX RA
APPROVED

Since 2022-01-05
CA RA
APPROVED

Since 2021-12-01

Branch Locations

400 Spectrum Center Drive, Irvine, CA 92618 • 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

Organization	City	State	From	To
Stifel, Nicolaus & Company, Incorporated	Irvine	CA	08/2021	Present
Dh Research	Missoula	MT	06/2017	08/2021
Crane Hollow Preserve	Rockbridge	OH	01/2018	Present
Missoula American Legion Baseball	Missoula	MT	09/2017	08/2021
University Of Scranton	Scranton	PA	08/2013	06/2017

08/2021 → Present

Stifel, Nicolaus & Company, Incorporated

Irvine, CA
06/2017 → 08/2021

Dh Research

Missoula, MT
01/2018 → Present

Crane Hollow Preserve

Rockbridge, OH
09/2017 → 08/2021

Missoula American Legion Baseball

Missoula, MT
08/2013 → 06/2017

University Of Scranton

Scranton, PA

Other Businesses

1. Santa Ana High School; 520 W Walnut St Santa Ana, CA 92701; High school baseball coach; Varsity Assistant Coach; Coaching high school baseball; 09/22/2025; 10hrs/wk; Not during securities trading hours; Not investment related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-30

S66 Uniform Combined State Law Examination

2021-11-30

View on SEC IAPD