John Hansen
Advisor at 401KLogic LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
401KLogic LLC
Location
Wheaton, IL 60189
Credentials
Series 63, Series 66
Industry experience
14 years
About
John Hansen is a financial advisor at 401KLogic LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TRAC Asset Management LLC and Kenilworth Asset Management, LLC. Hansen is based in Wheaton, Illinois. 401KLogic LLC provides retirement plan advisory services to qualified plans and mid-market employers, focusing on fiduciary support, investment policy statement preparation, performance monitoring, and participant education. The firm advises plan sponsors and participants rather than individual retail clients and offers pension consulting and monitoring for defined-benefit plans.
Fee options
$200 per hour
Location
889 South Lorraine Road, Suite 210
Wheaton, IL 60189
Most active in
John H has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
401KLogic LLC
2023 - Present (3 years)
Trac Asset Management LLC
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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