Daniel Stuart Schroeder

Current Employers

Employment History

• 06/2009 → 01/2018
  Bankers Life
  Ft Wayne, IN
• 01/2016 → Present
  Bankers Life Securities, Inc
  Fort Wayne, IN
• 06/2009 → Present
  Bankers Life & Casualty Co.
  Fort Wayne, IN
• 02/2018 → Present
  Bankers Life Advisory Services
  Fort Wayne, IN

Other Businesses

BANKERS LIFE POSITION: Insurance Agent NATURE: Providing insurance recommendations, soliciting insurance and servicing current clients. Including but not limited to annuity products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/30/2009 ADDRESS: 2720 Dupont Commerce Court, Suite 110, Fort Wayne IN 46825, United States DESCRIPTION: The requirements are to produce a minimum of 24,000 agent production credits annually and to comply with the Bankers Life compliance guidelines for practicing insurance. SCHROEDER FINANCIAL INC. POSITION: President NATURE: It is an S corporation that my lawyer set up for me so that I could payroll myself and my assistant for work that we do together to manage our BLS clients. This was setup before BLS was created and had a SA role and was initiated when I started with ProEquities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/26/2015 ADDRESS: 3325 S Washington Road, Fort Wayne IN 46802, United States DESCRIPTION: It is an S corporation that my lawyer set up for me so that I could payroll myself and my assistant. My role is only to keep up with payroll requirements to pay me and my assistant for work that we do together to manage our BLS clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-01
• S63 Uniform Securities Agent State Law Examination
  2015-02-09

Other Names

• Daniel Schroeder