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Current Employers
Han Financial Consulting Llc

Coeur D Alene, ID • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-07-09
  • ID RA
    APPROVED
    Since 2026-07-09

Branch Locations

Coeur D Alene, ID • 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
Coeur D Alene Dental Center Coeur D Alene ID 06/2021 Present
7 To 7 Dental And Orthodontics Cibolo TX 10/2019 05/2021
Blue Mountain Dental Care Walla Walla WA 09/2018 10/2019
Sonbridge Dental Clinic College Place WA 02/2018 09/2018
Han Financial Consulting Coeur D Alene ID 05/2026 Present
Aspen Dental Spokane WA 07/2016 02/2018
  • 06/2021 → Present
    Coeur D Alene Dental Center
    Coeur D Alene, ID
  • 10/2019 → 05/2021
    7 To 7 Dental And Orthodontics
    Cibolo, TX
  • 09/2018 → 10/2019
    Blue Mountain Dental Care
    Walla Walla, WA
  • 02/2018 → 09/2018
    Sonbridge Dental Clinic
    College Place, WA
  • 05/2026 → Present
    Han Financial Consulting
    Coeur D Alene, ID
  • 07/2016 → 02/2018
    Aspen Dental
    Spokane, WA
Other Businesses

Business Name: Coeur D Alene Dental Center PLLC Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Investment-related: No Position: Associate Dentist Title: Associate Dentist Start Date: 06/01/2021 End Date: 08/31/2024 Hours/month: 121 Hours during trading hours: 84 Description of Duties: Associate dentist providing general dental services to patients. Employment was W-2 (or 1099 — pick the right one). This activity was unrelated to investment advisory services. Name of other business: Coeur D Alene Dental Center PLLC Business is not investment-related. Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Nature of business: Dentistry services Position: Partner and General Dentist Title: Partner and General Dentist Start date: 09/01/2024 to Present Number of Hours/month devoted: 121 hours per month (28 hours per week) Number of Hours during securities trading hours: 84 hours per month (19.5 hours per week) Duties: Partner and general dentist. Duties include providing dental care to patients, managing the dental practice, and overseeing practice operations. The 47.5% partnership interest is held through Jason Han PLLC, Mr. Han's wholly-owned professional entity. This activity is unrelated to the investment advisory business of Han Financial Consulting LLC and is conducted from a separate physical location with separate accounting books, records, computer systems, and email infrastructure. Name of other business: Jason Han PLLC Investment-related: no Address: 1322 W Kathleen Ave, Coeur D Alene, ID 83815 Nature: Professional holding entity. Holds Mr. Han's 47.5% interest in Coeur D Alene Dental Center PLLC Position: Sole Member Title: Sole Member Start Date: 09/01/2024 to Present Number of hours: 5 hours per month Number of hours during securities trading hours: 1 per month Description of duties: Administrative oversight of a passive holding entity. Duties include annual entity maintenance with the Idaho Secretary of State, coordination of tax matters with the firm's CPA, and receipt of distributions from Coeur D Alene Dental Center PLLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02

View on SEC IAPD

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