Daniel Robert Hahn

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 03/2017
  Next Financial Group
  Houston, TX
• 03/2017 → Present
  Independent Financial Group
  Mountain View, CA

Previous Registrations

• 2008-03-26 → 2017-03-08
  Next Financial Group, Inc.
  Mountian View, CA
  Houston, TX
  Mountian View, CA
• 1998-10-13 → 2008-03-27
  Securian Financial Services, Inc.
  San Mateo, CA
  San Mateo, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 03/17/2017 ADDRESS: 149 Margo Drive, Mountain View CA 94041, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) SAN JOSE EARTHQUAKES POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/07/1996 ADDRESS: 1123 Coleman avenue, San Jose CA 94041, United States DESCRIPTION: PART TIME STATISTICIAN FOR SAN JOSE EARTHQUAKES MLS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-08
• S63 Uniform Securities Agent State Law Examination
  1992-11-27

Designations

• Certified Financial Planner