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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JEFFREY DREW HANSEN

Advisor at CAPSTONE FINANCIAL ADVISORS INC

DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:76b8cc01-2ff3-34b6-6b86-d00d796ea8fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 27, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPSTONE FINANCIAL ADVISORS INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 26, 2018
First registration: Sep 27, 2018
Dual registered: no
Other names: Jeffrey D Hansen|Jeff Hansen|Jeffrey Hansen
IAPD individual key: 6975211

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPSTONE FINANCIAL ADVISORS INC	Independent wealth	Sep 26, 2023	n/a	yes	DOWNERS GROVE, IL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 16, 2023	Sep 22, 2023	no	Chicago, IL\|ST. LOUIS, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 16, 2022	Sep 22, 2023	no	CHICAGO, IL\|ST. LOUIS, MO\|CHICAGO, IL	Previous registration
RUBINBROWN ADVISORS LLC	Independent wealth	Jul 23, 2021	Aug 9, 2022	no	CHICAGO, IL	Previous registration
SHETLAND FINANCIAL	n/a	May 1, 2020	Oct 15, 2021	no	CHICAGO, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 27, 2018	Feb 25, 2020	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	CAPSTONE FINANCIAL ADVISORS INC	Sep 22, 2023	Sep 26, 2023	4	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Sep 22, 2023	Feb 16, 2023	-218	Channel change	Wirehouse to wirehouse
RUBINBROWN ADVISORS LLC	WELLS FARGO ADVISORS	Aug 9, 2022	Aug 16, 2022	7	Firm change	RIA to wirehouse
SHETLAND FINANCIAL	RUBINBROWN ADVISORS LLC	Oct 15, 2021	Jul 23, 2021	-84	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SHETLAND FINANCIAL	Feb 25, 2020	May 1, 2020	66	Firm change	Other

Relationships

Registered with (6)

→ CAPSTONE FINANCIAL ADVISORS INCRegistered adviserregistration: current employment
Sep 26, 2023 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 16, 2023 to Sep 22, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 16, 2022 to Sep 22, 2023factForm ADV
→ RUBINBROWN ADVISORS LLCRegistered adviserregistration: previous registration
Jul 23, 2021 to Aug 9, 2022factForm ADV
→ SHETLAND FINANCIALRegistered adviserregistration: previous registration
May 1, 2020 to Oct 15, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 27, 2018 to Feb 25, 2020factForm ADV

Dated events

Occurred
Sep 22, 2023
Advisor changed firm
Jeffrey Drew Hansen left Wells Fargo Advisors for Capstone Financial Advisors Inc (registered 2023-09-26)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2022
Advisor changed firm
Jeffrey Drew Hansen left Rubinbrown Advisors Llc for Wells Fargo Advisors (registered 2022-08-16)
Form ADVobserved 5 days ago