Daniel James Leitner
Investment adviser representative at Hendricks Wealth and Estate Management
9 yearsExperience
1 stateRegistered in
$536.1MFirm assets
9 yearsFirm 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 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
Experience
9 years in the industry.
- Hendricks Wealth and Estate ManagementSep 2025 to now
- Commerce Partners, LLC Miller Commons, LLC Rose Plaza PartnersJan 2025 to Aug 2025
- Haill 911Feb 2024 to Dec 2024
- UlineJul 2022 to Feb 2024
- University of Wisconsin-madisonSep 2021 to May 2022
- UlineMay 2021 to Aug 2021
- University of Wisconsin-madisonSep 2020 to May 2021
- Geneva Capital Stc, LLCMay 2020 to Aug 2020
- University of Wisconsin-madisonSep 2019 to May 2020
- Geneva Capital Stc, LLCMay 2019 to Aug 2019
- University of Wisconsin-madisonSep 2018 to May 2019
- Randall Oaks Golf Club and BanquetsMay 2018 to Aug 2018
- Harry D Jacobs High SchoolAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Hendricks Wealth and Estate Management
Legal name: J.g.hendricks Financial Services, LLC
$536.1MAssets managed
919Clients
6Advisers
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
- 8025517
- Firm CRD
- 289593