Daniel P Leugers

Current Employers

Employment History

• 04/2003 → 05/2025
  Valic Financial Advisors
  Independence, OH
• 12/2022 → Present
  Agia
  Houston, TX
• 05/2025 → Present
  Osaic Wealth Inc
  Hudson, OH

Previous Registrations

• 2003-04-23 → 2025-05-30
  Valic Financial Advisors, Inc.
  Independence, OH
  Independence, OH
• 2000-07-28 → 2003-04-30
  Ubs Financial Services Inc.
  Canfield, OH

Other Businesses

1. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products 2. POWER OF ATTORNEY FOR SPOUSE POSITION: Power of Attorney NATURE: Listed as Power of Attorney for my Spouse (Leigh Ann Leugers) for financial and medical purposes as needed. Part of our overall estate plan. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2023 ADDRESS: 6922 Hunting Hollow Ln E, Hudson OH 44236, United States DESCRIPTION: Power of Attorney for my spouse if needed for financial or medical reasons if needed as part of overall estate plan devised by an attorney. 3. INSURANCE (ANNUITIES AND LIFE) POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 06/13/2000 ADDRESS: 6922 Hunting Hollow Ln E, Hudson OH 44236, United States DESCRIPTION: Acting as Agent in non-securities insurance products for clients financial planning needs. Offer products through life insurance companies such as American General, Corebridge, Nationwide, Jackson Prudential, Principal, Genworth, Pacific Life 4. BLUEHAVEN WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 05/12/2025 ADDRESS: 85 Executive Parkway, Suite 202, Hudson OH 44236, United States DESCRIPTION: DBA as BlueHaven Wealth Management. Financial Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-02

Designations