Dennis Darrel Dachtler

Current Employers

Employment History

• 07/1998 → 04/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 12/2005 → Present
  Dachtler Wealth Mngmt
  Folsom, CA
• 12/2007 → Present
  Dennis Dachtler
  Folsom, CA
• 04/2017 → Present
  Calton & Associates, Inc.
  Folsom, CA

Previous Registrations

• 1999-01-19 → 2017-05-17
  Ameritas Investment Company, Llc
  Sacramento, CA
  Folsom, CA
  Henderson, NV
  Lincoln, NE
  Roseville, CA

Other Businesses

1) Dachtler Wealth Management, LLC. Non-Investment related. Address: 2130 E Bidwell St., Folsom, CA 95630. Nature of Business: DBA for Life insurance, Long Term Care, Fixed, Immediate, and Indexed Annuities, Group Health, Med Supplement insurance, and Disability insurance. Position/Title/Relationship: Owner. Start Date: 12/2005. Hours per month: 60. Hours per month during Securities trading hours: 60. Duties/Responsibilities: Permanent and Term Life insurance; Disability - group and individual; Health insurance - group and individual; Individual Long term care insurance; Medicare supplement insurance. Also use second to die life insurance to pay estate taxes. 2) Dennis and Susie Dachtler. Non-Investment related. Address: 2130 E Bidwell St., Folsom, CA 95630. Nature of Business: Rental Real Estate. Position/Title/Relationship: Co-owner. HBTM Properties LLC Start Date: 12/01/2005 & Duck Fan Properties LLC Start Date: 03/07/2019. Hours per month: 2. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Co-owner with my wife of rental real estate. 3) The Vintage at Folsom Building Owner's Association. Non-Investment related. Address: Kocal Properties Inc. PO Box 6718, Folsom, CA 95630. Nature of Business: Building Association. Position/Title/Relationship: Director. Start Date: 12/2005. Hours per month: 1. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Oversee the association. I sit on the board of our building association. I am the Vice President of the association. 4) Insurance Agency Marketing Services, Inc. Investment related. Address: 505 North 210th Street, Elkhorn, NE 68022. Nature of Business: IMO. Position/Title/Relationship: Agent. Start Date: 01/1989. Hours per month: 20. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Insurance Agent who works with Insurance Agency Marketing, an independent insurance brokerage agency. Life insurance and annuities are offered through this business. 5) Cenco Insurance Marketing Corporation. Investment related. Address: 1501 El Camino Ave, Suite 1, Sacramento, CA 95815. Nature of Business: IMO. Position/Title/Relationship: Agent. Start Date: 01/1993. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Insurance agent; products offered are life insurance, annuities, long term care. 6) LegacyLock, LLC. Non-investment related. 1234 S Power Rd, #101, Mesa, AZ 85206. Sale of estate document software licensed from Estate Documents Pro, LLC. Licensee. Start date: 04/01/2024. Hours/month: 4. Hours/month during securities trading hours: 4. Licensee of LegacyLock, LLC and offer purchase of Estate Documents Pro, LLC software.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-11
• S63 Uniform Securities Agent State Law Examination
  1996-10-09