Daniel J Deverna

Current Employers

Employment History

• 02/2005 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/2005 → 12/2021
  Creative Financial Partners
  Perrysburg, OH
• 07/2012 → 12/2019
  Karma Joint Ventures
  Perrysburg, OH
• 01/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 08/2012 → 11/2024
  Deverna Wealth Management
  Perrysburg, OH
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 12/2021 → Present
  Deverna & Co. Financial Llc
  Perrysburg, OH
• 01/2022 → 11/2024
  Deverna & Co. Tax Service
  Perrysburg, OH
• 12/2021 → Present
  Deverna & Co. Financial Corp
  Perrysburg, OH

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * PREPAID LEGAL; SAME AS BRANCH; NON-INV REL; USING TO GET CLIENT WILLS, LEGAL PROTECTION, AND IDENTITY THEFT; AGENT; START DATE=12/2007; HRS/MO=5; TRADING HRS/MO=0; PRESENT TO CLIENTS IF THEY DO NOT HAVE WILLS OR IDENTITY THEFT PROTECTION * DeVerna & Co. Financial Corp; same as branch; inv rel; sales of fixed annuities, indexed annuities and insurance; Founder; start date=12/2021; hrs/mo=160; trading hrs/mo=160; sales & training of life insurance, annuities, LTC and disability insurance * DeVerna & Co. Financial LLC; same as branch; inv rel; financial business-receive commissions and overrides; Founder; start date=12/2021; hrs/mo=160; trading hrs/mo=160; manage business, office and employees, sales and client service * DANIEL DEVERNA/SPEAKER/PODCAST; SAME AS BRANCH; INV REL; SPEAKING TO GROUPS FOR TRAINING AND MOTIVATION; OWNER; START DATE=07/2012; HRS/MO=5; TRADING HRS/MO=5; PREPARING SPEECHES, COLLECTING INFORMATION ABOUT TOPICS AND GIVING PRESENTATIONS, LINING UP TRAVEL AND SCHEDULING OF EVENTS * Daniel DeVerna/Book; same as residence; non-inv rel; writing a book geared to giving some information for union workers on the things they should look at when planning retirement; Author; start date=01/2017; hrs/mo=10; trading hrs/mo=0; authoring, proofing and getting the book published * Creative Building Partners; same as branch; non-inv rel; owning of building that Creative Financial Partners operates out of; Owner; start date=08/2005; hrs/mo=1; trading hrs/mo=0; ownership of property but no real duties * Real Estate Rental Property; same as residence; non-inv rel; real estate business that my son and his partner own; Owner; start date=07/2021; hrs/mo=3; trading hrs/mo=0; financial responsibilities is the primary duty for me in the partnership

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-01

Other Names

• Dan Deverna