Daniel John Urshan

Current Employers

Employment History

• 03/2007 → Present
  Urshan Retirement Group, Inc.
  Duluth, MN
• 06/1994 → 06/2024
  Securities America, Inc.
  Duluth, MN
• 07/2005 → 06/2024
  Securities America Advisors, Inc
  Duluth, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hermantown, MN

Previous Registrations

• 2011-08-15 → 2024-06-14
  Securities America Advisors, Inc.
  Hermantown, MN

Other Businesses

1. URSHAN PROPERTIES, LLC POSITION: Owner NATURE: URSHAN PROPERTIES LLC/OWNER OF BUILDING CHIEF MANAGER--25% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2012 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811 DESCRIPTION: Owner of commercial building 2. INSURANCE - URSHAN RETIREMENT GROUP, INC POSITION: Agent NATURE: Life Insurance and Fixed Annuities Agent operating under Urshan Retirement Group, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1984 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811 DESCRIPTION: This is part of comprehensive financial planning for clients. 3. WHERE'S DUKE? POSITION: Author NATURE: Author of childrens book INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 5879 Kehtel Road, Duluth MN 55811, United States DESCRIPTION: Author of a childrens book

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-03
• S63 Uniform Securities Agent State Law Examination
  1985-05-01