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Kalen Hanna

Executive Director, Chief Financial Officer, Treasurer at Saturna Capital

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Kalen Hanna is Executive Director, Chief Financial Officer, Treasurer of Saturna Capital Corporation, a Bellingham investment adviser managing $10.5B. Kalen Hanna has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

Role at Saturna Capital

Title on Schedule A
Executive Director, Chief Financial Officer, Treasurer
Control
Kalen Hanna is a control person of Saturna Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kalen Hanna has held the filed role since September 2018.

The firm

Saturna Capital Corporation
Bellingham, WA

Form ADV filed 28 September 2026

$10.5B AUM104 clients12 advisers2 offices

Career on record

Firms and exams, newest first
  1. Passed SIE and Series 27 · 2018
  2. Passed Series 66 · 2017
  3. Passed Series 24 · 2014
  4. Passed Series 7 and Series 63 · 2010

Registrations and exams

Broker registration; no current adviser registration. Kalen Hanna has passed 6 qualifying exams.

Examinations

Series 6618 December 2017
Name
Uniform Combined State Law Examination
Series 635 April 2010
Name
Uniform Securities Agent State Law Examination
Series 274 October 2018
Name
Financial and Operations Principal Examination
Series 2415 January 2014
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 724 February 2010
Name
General Securities Representative Examination

Individual record

Full name
Kalen Martin Hanna
CRD
5710886
Firm
Saturna Capital Corporation
Registration status
Broker registration; no current adviser registration
Firm bio
saturna.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Saturna identifies Kalen Hanna as Chief Financial Officer. Official Saturna Capital biography

Education

Common questions

Where does Kalen Hanna work?

Kalen Hanna has been Executive Director, Chief Financial Officer, Treasurer of Saturna Capital Corporation since September 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 September 2026

Does Kalen Hanna have a current investment-adviser registration?

Kalen Hanna has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Kalen Hanna passed?

Kalen Hanna has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 66, SIE and Series 27. The earliest, the Series 7, was passed in February 2010.

Source: IAPD individual record, checked 18 October 2026

Leadership at Saturna Capital

Sources

  1. IAPD individual record, CRD 5710886. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Saturna Capital Corporation, filed 28 September 2026. Title, control and ownership bands.
  3. Saturna Capital team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kalen Hanna or Saturna Capital Corporation and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.