Daniel Lewis Bade

Current Employers

Employment History

• 01/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saginaw, MI
• 06/2011 → Present
  Bank Of America,N.A.
  Saginaw, MI

Other Businesses

I*: 2190279 NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ST. LORENZ FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: FRANKENMUTH, MICHIGAN 48734 POSITION, TITLE, ASSOCIATION: Board Member START DATE OF RELATIONSHIP: 3/5/2025 NUMBER OF HOURS DEVOTED: 1 HOUR MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ST. LORENZ FOUNDATION - Board of Directors of the St Lorenz Foundation. Approve Policies and direction of the foundation I*110553 For profit or not for profit: Non-Profit Organization Name of outside business organization: Frankenmuth Rotary Humanitarian Committee Investment related: No Address of business: Frankenmuth, Michigan 48734 Nature of business: Charitable Organization Position, title, association: Officer Start date of relationship: 10/2/2017 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Vice Chair - Determine as a group where, to whom and how much distributions are made for the 5% of corpus of the Frankenmuth Rotary Humanitarian Fund I*1022295 For profit or not for profit: Entity Charitable Name of outside business organization: Frankenmuth Fondo Bicycle Race Investment related: N Address of business: Frankenmuth, Michigan, 48734 Nature of business: Charitable Organization Position, title, association: Committee, Other Start date of relationship: 10/31/2022 Number of hours devoted: 110 hours Yearly Number of hours devoted during trading hours: 0 Duties: Chair of the committee. Keeping things organized and moving forward. I*: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ST. LORENZ FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: FRANKENMUTH, MICHIGAN 48734 POSITION, TITLE, ASSOCIATION: Committee Member START DATE OF RELATIONSHIP: 2/25/2013 NUMBER OF HOURS DEVOTED: 1 HOUR MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ST. LORENZ FOUNDATION - St. Lorenz Foundation - Planned Giving and Estate Planning Committee. Promoting the foundation/reviewing grant requests I*4612272 Entity Type: Fiduciary role Name of OBA: D. L B. TTEE S. M B. TTEE U/A DTD 05/29/2025 Address: Frankenmuth, Michigan, 48734 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/22/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-27
• S63 Uniform Securities Agent State Law Examination
  1990-04-10

Other Names

• Daniel L Bade
• Daniel Bade