Daniel Sargis

Employer firm

Servant's Heart Financial Planning CRD 337719

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Servant'S Heart Financial Planning

Palos Park, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-12

IL RA
APPROVED

Since 2026-03-12

Branch Locations

Palos Park, IL • 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
Servant's Heart Financial Planning, Llc	Palos Park	IL	06/2025	Present
Us Nuclear Regulatory Commission	Naperville	IL	08/2015	Present

06/2025 → Present

Servant's Heart Financial Planning, Llc

Palos Park, IL
08/2015 → Present

Us Nuclear Regulatory Commission

Naperville, IL

Other Businesses

1. Nuclear Regulatory Commission; not-investment related; 2506 Westings Ave. Naperville, IL 60563; Government Regulatory Agency; Emergency Response Coordinator; 08/2015; 92 hours/mo; maintains emergency response facilities and conduct training.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-13

S65 Uniform Investment Adviser Law Examination

2025-02-13

View on SEC IAPD