Daniel Richard Robertson

Current Employers

Employment History

• 12/1997 → 01/2025
  Agler & Gaeddert, Chartered
  Emporia, KS
• 10/2000 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2001 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Agler & Gaeddert, Chartered Dba A & G Consultants
  Emporia, KS

Other Businesses

1) NAME OF OTHER BUSINESS: AGLER & GAEDDERT, CHARTERED DBA A&G CONSULTANTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA FIRM; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER/CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING SERVICES; 2) TOTAL ADMINISTRATION SERVICES CORP., NOT INVESTMENT RELATED, MARKET SECTION 125 CAFETERIA PLANS TO BUSINESSES AND SECTION 105 PLANS TO ENROLLED CLIENTS, PROVIDER, SINCE 12/2004, 1H/WEEK 3) 3) ROTARY CLUB OF EMPORIA, NON-INVESTMENT RELATED, 1801 RURAL, EMPORIA, KS, SERVING ON THE BOARD OF DIRECTORS AND AS TREASURER, START DATE 06/30/2013, 4 HRS/WK, PREPARES DUES INVOICES FOR CLUB MEMBERS, PREPARES AND PAYS BILLW WITH EMPORIA ROTARY CHECKS AND PREPARES MONTHLY TREASURER'S REPORTS, PREPARES FEDERAL AND KANSAS FILINGS FOR NON-PROFIT. 4) NAME OF OTHER BUSINESS: EMPORIA ARTS COUNCIL ; INVESTMENT RELATED: NO ADDRESS: 815 COMMERCIAL ST, EMPORIA, KS 66801 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 8/12/2026 ; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS:1 ; BRIEF DESCRIPTION OF DUTIES: RECONCILE BANK STATEMENTS, PREPARE MONTHLY REPORTS & PREPARE FED & KS FILINGS ;

Exams

• S66 Uniform Combined State Law Examination
  2001-01-17