Daniel Joshua Hamburger

Employer firm

Sikich Financial CRD 142640

$1.18B regulatory AUM 89 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2017 → 08/2018
  Private Vista, Llc
  Chicago, IL
• 08/2013 → 04/2017
  Brickwork Financial Planning/Isis Wealth Management
  Orland Park, IL
• 08/2018 → 10/2020
  Ubs Financial Services Inc.
  Chicago, IL
• 10/2020 → 06/2021
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 07/2021 → 05/2023
  Self Employed
  Chicago, IL
• 05/2023 → 12/2023
  Golden Trail Advisors, Llc
  Burr Ridge, IL
• 12/2023 → Present
  Sikich Capital Management Llc
  Burr Ridge, IL

Previous Registrations

• 2023-07-28 → 2023-12-31
  Golden Trail Advisers
  Burr Ridge, IL
• 2020-10-02 → 2021-06-29
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 2018-08-23 → 2020-10-19
  Ubs Financial Services Inc.
  Chicago, IL
• 2018-03-20 → 2018-09-21
  Private Vista, Llc
  Oak Brook, IL
• 2015-01-06 → 2017-04-18
  Ipi Wealth Management, Inc.
  Orland Park, IL
  Decatur, IL
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2014-12-21

Designations

• Certified Financial Planner