Dana Michael Anderson
Investment adviser representative at Dhjj Financial Advisors
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$623.4MFirm 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
Experience
6 years in the industry.
- Dhjj Financial AdvisorsSep 2021 to now
- Ernst & YoungJun 2021 to Aug 2021
- United Parcel ServiceNov 2018 to Dec 2019
- North Central CollegeAug 2018 to Jun 2021
- Blue Peak TentsJul 2018 to Aug 2018
- Goodrich Quality TheatersJun 2018 to Jul 2018
- Garden of Eden LandscapingJun 2017 to Aug 2017
- StudentJul 2015 to May 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Dhjj Financial Advisors
Legal name: Dhjj Financial Advisors, Ltd.
$623.4MAssets managed
431Clients
7Advisers
33 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
- 8125134
- Firm CRD
- 107034