Kate Hanhauser
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Kate Hanhauser Email & Phone Number

Associate Vice President, Complex Products Supervisory Officer at D.A. Davidson Companies
Location: San Diego, California, United States 8 work roles 2 schools
1 work email found @ifgsd.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
D.A. Davidson Companies
Role
Associate Vice President, Complex Products Supervisory Officer
Location
San Diego, California, United States
Company size
1444 employees

Who is Kate Hanhauser? Overview

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Quick answer

Kate Hanhauser is listed as Associate Vice President, Complex Products Supervisory Officer at D.A. Davidson Companies, a with 1444 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at ifgsd.com and a matched LinkedIn profile for Kate Hanhauser.

Kate Hanhauser previously worked as Associate Vice President, Senior Complex Products Supervisor at D.A. Davidson Companies and Senior Complex Product Supervisor at D.A. Davidson Companies. Kate Hanhauser holds Bachelor Of Arts, Economics, Sociology from University Of California, San Diego.

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Email format at D.A. Davidson Companies

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{first_initial}{last}@ifgsd.com
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Profile bio

About Kate Hanhauser

I have 10+ years of experience in the financial services industry, with a focus on supervision and alternative investment products including real estate, oil and gas and other alternative offerings. Securities licenses held: Series 4, 7, 22, 24, 63 and 66

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, and 28 others.

Current workplace

Kate Hanhauser's current company

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D.A. Davidson Companies
D.A. Davidson Companies
Associate Vice President, Complex Products Supervisory Officer
San Diego, CA, US
Website
davidsoncompanies.com
Employees
1444
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Company profile
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8 roles

Kate Hanhauser work experience

A career timeline built from the work history available for this profile.

Supervisory Principal Associate

Independent Financial Group, Llc

San Diego, California

-Reviewed and approved new account and account update documentation. -Reviewed and approved basic transactions including mutual funds and unit investment trusts, as well as more complex transactions including annuities, alternative investments, and structured products.

May 2018 - Nov 2018

Senior Due Diligence Analyst

Independent Financial Group, Llc

San Diego, Ca

- Analyzed various alternative investment programs including oil and gas programs, non-traded REITs, 1031 programs and private funds. - Created and executed department initiatives to help improve efficiency of the department and level of service to registered representatives.- Developed new processes to succinctly provide more pointed information to registered representatives including suitability summaries, share class comparisons, etc. - Created detailed due diligence reports including qualitative and quantitative analysis. - Monitored performance of various alternative investment products on an ongoing basis. - Performed in-depth industry and market research. - Assisted in the training of junior due diligence analysts.- Established and maintained relationships with product Sponsors.

Jun 2016 - May 2018

Due Diligence Analyst

Independent Financial Group, Llc

- Analyzed various real estate programs including non-traded REITs, 1031 programs and private funds. - Created detailed due diligence reports for the CEO's review including qualitative and quantitative analysis. - Monitored performance of various alternative investment products on an ongoing basis. - Performed in-depth industry and market research. - Reviewed and stress tested financial models. - Effectively managed inquiries from registered representatives regarding various alternative investment products on the platform. - Attended various industry and product conferences to monitor industry trends. - Successfully passed Series 7, Series 22, and Series 24 FINRA license tests.

Mar 2011 - Jun 2016
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 1444 employees →

MC Max Callen Max Callen Colleague at D.A. Davidson CompaniesLincoln, Nebraska, United States View → CS Chris Stensland Chris Stensland Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States View → HS Hunter Schimmelpfennig Hunter Schimmelpfennig Colleague at D.A. Davidson CompaniesNewport Beach, California, United States View → HT Holly Tuck Holly Tuck Colleague at D.A. Davidson CompaniesBedford, Virginia, United States View → MJ Michael Jackson, Cws®, Michael Jackson, Cws®, Colleague at D.A. Davidson CompaniesSpokane, Washington, United States View → MK Matt Krycinski Matt Krycinski Colleague at D.A. Davidson CompaniesBedford, Virginia, United States View → MP Megan Phillips Megan Phillips Colleague at D.A. Davidson CompaniesMinden, Nevada, United States View → CS Clayton Squier, Cfp ® Clayton Squier, Cfp ® Colleague at D.A. Davidson CompaniesGrand Junction, Colorado, United States View → PF Pete Forbes Pete Forbes Colleague at D.A. Davidson CompaniesEvergreen, Colorado, United States View → MD Matt Deangelis Matt Deangelis Colleague at D.A. Davidson CompaniesBoulder, Colorado, United States View →
2 education records

Kate Hanhauser education

High School Diploma

Lynbrook High School
FAQ

Frequently asked questions about Kate Hanhauser

Quick answers generated from the profile data available on this page.

What company does Kate Hanhauser work for?

Kate Hanhauser works for D.A. Davidson Companies.

What is Kate Hanhauser's role at D.A. Davidson Companies?

Kate Hanhauser is listed as Associate Vice President, Complex Products Supervisory Officer at D.A. Davidson Companies.

What is Kate Hanhauser's email address?

AeroLeads has found 1 work email signal at @ifgsd.com for Kate Hanhauser at D.A. Davidson Companies.

Where is Kate Hanhauser based?

Kate Hanhauser is based in San Diego, California, United States while working with D.A. Davidson Companies.

What companies has Kate Hanhauser worked for?

Kate Hanhauser has worked for D.A. Davidson Companies and Independent Financial Group, Llc.

Who are Kate Hanhauser's colleagues at D.A. Davidson Companies?

Kate Hanhauser's colleagues at D.A. Davidson Companies include Max Callen, Chris Stensland, Hunter Schimmelpfennig, Holly Tuck, and Michael Jackson, Cws®,.

How can I contact Kate Hanhauser?

You can use AeroLeads to view verified contact signals for Kate Hanhauser at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Kate Hanhauser attend?

Kate Hanhauser holds Bachelor Of Arts, Economics, Sociology from University Of California, San Diego.

What skills is Kate Hanhauser known for?

Kate Hanhauser is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Powerpoint, Customer Service, Leadership, and Financial Modeling.

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