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Danica Sachs

Investment adviser representative at Horst & Graben Wealth Management in Portland, OR

Investment adviser registrationUpdated

Danica Sachs is an investment adviser representative at Horst & Graben Wealth Management, LLC, an investment adviser managing $920M, and works from its Portland, OR office. Danica Sachs has been registered through Horst & Graben Wealth Management since 6 October 2026, has 0 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

0
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Danica Sachs has been an investment adviser representative at Horst & Graben Wealth Management since October 2026, and is not listed among the firm’s executive officers or direct owners. Danica Sachs holds a Masters degrees in Arts Administration and in Art History from the School of the Art Institute of Chicago. Danica Sachs studied Degrees in English and Art History at Whitman College.

Horst & Graben Wealth Management, LLC is a Portland, OR firm with $920M under management, 1,311 clients and 4 advisers across 2 offices, as of its March 2026 filing.

Danica Sachs is Associate Advisor of Horst & Graben Wealth Management. She moved into finance in 2024 after more than a decade as a curator, critic and artist liaison in the art world. Her background equips her to help clients with unusual and illiquid assets and to make sure those assets are part of their financial plans.

Danica Sachs’ longest registration was under a year at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2026–2026). Before joining Horst & Graben Wealth Management in 2026, Danica Sachs was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.

  1. – present · under a year
    Portland, OR · Adviser representative · Firm CRD 297368
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · under a year
    Portland, OR · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Danica Sachs is registered as an investment adviser representative in Oregon, since October 2026.

  • OregonSince 6 October 2026

Examinations

Series 665 March 2026
Name
Uniform Combined State Law Examination
Series 7TO23 October 2025
Name
General Securities Representative Examination
SIE15 May 2025
Name
Securities Industry Essentials Examination

Key facts

Full name
Danica D Sachs
CRD
8042739
Office
6600 SW 92ND AVE, SUITE 210, Portland, OR 97223
Registration
Investment adviser registration
In the industry since
December 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Danica Sachs work?

Danica Sachs is an investment adviser representative registered through Horst & Graben Wealth Management, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Danica Sachs a financial advisor?

Yes. Danica Sachs has a current investment-adviser registration in Oregon, through Horst & Graben Wealth Management since October 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Danica Sachs have?

Danica Sachs has 0 years in the financial industry, since December 2025, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Danica Sachs passed?

Danica Sachs has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2025.

Source: IAPD individual record, checked 24 October 2026

Where did Danica Sachs work before Horst & Graben Wealth Management?

Before Horst & Graben Wealth Management, Danica Sachs was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2026 to August 2026.

Source: IAPD individual record, checked 24 October 2026

Where is Danica Sachs based?

Danica Sachs’ registered office is in Portland, OR.

Source: IAPD individual record, checked 24 October 2026

Is Danica Sachs registered with FINRA?

No. Danica Sachs has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Danica Sachs’ record?

Search CRD 8042739 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danica Sachs’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Horst & Graben Wealth Management

Sources

  1. IAPD individual record, CRD 8042739, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Horst & Graben Wealth Management, LLC, filed 19 March 2026. Executive officers and direct owners; this person is not among them.
  3. Horst & Graben Wealth Management team page. Biography, education, credentials, awards.