Investment adviser representative · Dhjj Financial Advisors
Dana M. Anderson
CRD 8125134 · Naperville, IL
At a glance
Dana M. Anderson is an investment adviser representative with Dhjj Financial Advisors in Naperville, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dana’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Dhjj Financial AdvisorsSince July 2025Naperville, IL · $623M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Dhjj Financial Advisors
- Terrence J. CiceroNaperville · Certified Financial Planner
- Camilla C. CorsoNaperville · Certified Financial Planner
- Paul A. MintaNaperville · Certified Financial Planner
- Suzanne M. LockwoodfisherSt. Charles
- Katelyn WrightSaint Charles · Certified Financial Planner
Every advisor at Dhjj Financial Advisors →Dhjj Financial Advisors: assets, clients and custodians →Financial advisors in Naperville, IL →Every Dhjj Financial Advisors advisor in Naperville →Advisor Moves: who changed firms this week →