John Hansen is a registered investment advisor at 401klogic LLC, based in Wheaton, IL, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$200/hr
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Location
889 South Lorraine Road, Suite 210, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
November 2009Customer Dispute
September 2000Settled
Criminal
May 2000Final Disposition
Employment Separation After Allegations
July 1992Employment History
Current Registrations
401klogic LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Trac Asset Management LLC
April 2016 - October 2023 · 7 yrs 6 mos
Kenilworth Asset Management, LLC
May 2013 - September 2015 · 2 yrs 4 mos
Kenilworth Asset Management, LLC
May 2013 - December 2014 · 1 yr 7 mos
Cantella & CO., INC.
January 2010 - February 2013 · 3 yrs 1 mo
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.