Dan Dewitt Shaner

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1981 → Present
  Massmutual Life Insurance Co
  Crown Point, MA
• 04/1985 → Present
  Mml Investors Services, Llc
  Crown Point, IN

Other Businesses

Name: Dan D Shaner Inv rel: Y Add: 9800 Connecticut Drive Crown Point IN 46307 Nature: Outside Insurance Sales Position: Agent Start date: 5/1/2023 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe duties: Life, Fixed Annuities, Disability, & Long-term care.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-08
• S63 Uniform Securities Agent State Law Examination
  1986-01-03