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Inactive

Daniel Joshua Hamburger

Sikich Financial

Burr Ridge, IL

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Current Employers
Sikich Financial

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-11
  • IL RA
    APPROVED
    Since 2023-12-11

Branch Locations

11S250 S. Jackson Street Suite 104, Burr Ridge, IL 60527 • 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
Private Vista, Llc Chicago IL 04/2017 08/2018
Brickwork Financial Planning/Isis Wealth Management Orland Park IL 08/2013 04/2017
Ubs Financial Services Inc. Chicago IL 08/2018 10/2020
Wells Fargo Clearing Services, Llc Chicago IL 10/2020 06/2021
Self Employed Chicago IL 07/2021 05/2023
Golden Trail Advisors, Llc Burr Ridge IL 05/2023 12/2023
Sikich Capital Management Llc Burr Ridge IL 12/2023 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-21
  • S66 Uniform Combined State Law Examination
    2014-12-21
Designations

View on SEC IAPD

Other Firms

FOUNDERS FINANCIAL SECURITIES LLC
CIC INVESTMENT CONSULTANTS, LLC
LPL FINANCIAL LLC
MPS-LORIA FINANCIAL PLANNERS,LLC
SILVER OAK SECURITIES, INCORPORATED
UNIQUE WEALTH STRATEGIES
J.P. MORGAN SECURITIES LLC
VIA IV INVESTMENTS, LLC

Other Investors

MARGARET REHMER SWIESS
JAMES KREBEC
DAVID PETER BARTZ
ABIGAIL LORIA
CHRISTOS GEORGE KYROS
RICHARD THOMAS LORIA
MICHAEL FRANCIS PAURITSCH
KENNETH GEORGE DAEMICKE

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · Burr Ridge, IL
CIC INVESTMENT CONSULTANTS, LLC · BURR RIDGE, IL
LPL FINANCIAL LLC · BURR RIDGE, IL
MPS-LORIA FINANCIAL PLANNERS,LLC · BURR RIDGE, IL
MPS-LORIA FINANCIAL PLANNERS,LLC · BURR RIDGE, IL
SILVER OAK SECURITIES, INCORPORATED · BURR RIDGE, IL
UNIQUE WEALTH STRATEGIES · BURR RIDGE, IL
J.P. MORGAN SECURITIES LLC · BURR RIDGE, IL

More in Burr Ridge, IL

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