Daniel David Duren

Current Employers

Employment History

• 10/2014 → 09/2023
  Sagepoint Financial
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2014-10-31 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Lincoln, NE
• 2006-04-06 → 2014-10-31
  New England Securities
  Lincoln, NE
  Overland Park, KS
  Lincoln, NE
  Omaha, NE
• 2003-09-19 → 2006-02-28
  Mml Investors Services, Llc
  Lincoln, NE

Other Businesses

1) INDEPENDENT INSURANCE AGENT -7130 SO. 29TH ST., STE. G LINCOLN, NE 68516 -DISABILITY, LIFE/ACCIDENT/HEALTH -10 HOURS DURING SECURITIES TRADING - 0 HOURS DURING NON SECURITIES TRADING - SINCE 1/2006 2) NAIFA NE FOUNDATION POSITION: President NATURE: No-Profit Foundations INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: PO Box 24133, Omaha NE 68124, United States DESCRIPTION: Oversee board meetings, review financial statements and minutes from previous board meetings. 3) BENEFIT MANAGEMENT POSITION: Sales Associate NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2013 ADDRESS: 3341 Pioneers Blvd, Ste. 1, Lincoln NE 68506, United States DESCRIPTION: The agency does provide employee benefits to small and medium sized companies in the State of NE. My position is one of a sales associate, developing new business and servincing current clients. This includes group health, dental, Long term and short term disability, life insurance and some voluntary insurance products. 4) WYUKA FUNERAL HOME & CEMETERY POSITION: Trustee NATURE: Non-Profit Funeral Home and Cemetery INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 3600 O Street, Lincoln NE 68510, United States DESCRIPTION: I serve with 5 other board members to oversee the operation of the Funeral Home and Cemetery. We review employee and personnel items, financial reports including review of the overall operation of the facility. 5) WYUKA HISTORICAL FOUNDATION POSITION: Board Member NATURE: One of 11 board members overseeing the operation of a Non-Profit Foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 3600 O Street, Lincoln NE 68510, United States DESCRIPTION: The board of directors oversees the operation of the Foundation. We provide guidance and support for the foundation in fund raising for the betterment of the Historical properties on the Cemetery grounds.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-29

Designations

Other Names

• Dan Duren