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Hanna An

Chicago Oakbrook Financial Group

Oak Brook, IL

CRD 6867565

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Employer firm

Chicago Oakbrook Financial Group CRD 333344

$1.21B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Chicago Oakbrook Financial Group

903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
IL RA APPROVED 2025-09-25
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • IL RA
    APPROVED
    Since 2025-09-25

Branch Locations

903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cofg Advisors, Llc Oakbrook IL 10/2017 09/2025
Daniel Choi Cpa, Inc Novi MI 11/2015 09/2017
Cofg Advisors, Llc Oakbrook IL 09/2025 Present
  • 10/2017 → 09/2025
    Cofg Advisors, Llc
    Oakbrook, IL
  • 11/2015 → 09/2017
    Daniel Choi Cpa, Inc
    Novi, MI
  • 09/2025 → Present
    Cofg Advisors, Llc
    Oakbrook, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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