Danial James Verhaalen
Investment adviser representative at Hackett Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$159.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Hackett Financial Group, LLCMay 2024 to now
- Wells Fargo Clearing Services LLCNov 2017 to May 2024
- Charles Schwab & Co., Inc.May 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hackett Financial Group, LLC
$159.1MAssets managed
254Clients
2Advisers
1 yearIn 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
- 6240827
- Firm CRD
- 141656