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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-03 |
Branch Locations
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609 • United States
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Tampa | FL | 05/2015 | 11/2024 |
| Park Avenue Securities, Llc | Tampa | FL | 10/2017 | 11/2024 |
| Guardian Life Insurance Company | Brooksville | FL | 06/2024 | 11/2024 |
| Park Avenue Securities | Brooksville | FL | 06/2024 | 11/2024 |
| Trajan Wealth Llc. | Scottsdale | AZ | 11/2024 | Present |
Daniel J. Stange has a financial industry affiliated business as an insurance agent. Not more than 30% of his time is spent on this activity. From time to time, he offers clients advice or products from this activity. Mr. Stange may receive separate yet typical compensation in the form of commissions for the sale of insurance products (i.e. annuities) with commission and/or revenue sharing arrangements typically ranging from 3% to 7%. These practices represent a conflict of interest because it gives Mr. Stange an incentive to recommend products based on the commission amount received. This conflict is mitigated by the fact that Mr. Stange has a fiduciary responsibility to place the best interest of the client first and clients are not required to purchase any products. Clients have the option to purchase these products through another insurance agent of their choosing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-06 |
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