Daniel Joshua Hamburger
Investment adviser representative at Sikich Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sikich FinancialDec 2023 to now
- Sikich Capital Management LLCDec 2023 to now
- Golden Trail Advisors, LLCMay 2023 to Dec 2023
- Self EmployedJul 2021 to May 2023
- Wells Fargo Clearing Services, LLCOct 2020 to Jun 2021
- UBS Financial Services Inc.Aug 2018 to Oct 2020
- Private Vista, LLCApr 2017 to Aug 2018
- Brickwork Financial Planning/isis Wealth ManagementAug 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sikich Financial
Legal name: Sikich Capital Management LLC
$1.2BAssets managed
1,164Clients
21Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5810058
- Firm CRD
- 142640