Brett Michael Dankowski

Current Employers

Employment History

• 07/2016 → 10/2016
  Safari Childcare
  Des Plaines, IL
• 11/2016 → 10/2020
  Vertical Financial Group
  Chicago, IL
• 02/2017 → 04/2018
  First Heartland Capital Inc
  Lake St Louis, MO
• 04/2018 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 04/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2017-05-17 → 2018-04-13
  First Heartland Consultants, Inc.
  Chicago, IL

Other Businesses

1. ONEDIGITAL POSITION: VP Retirement Plan Consultanting NATURE: Employee of OneDigital ; VP Financial Services Implementing retirement plans, investments, managed accounts, educations to employers of all sizes. Sales and service. In addition, providing plans for mitigating risk while providing growth opportunities in investment models overseen by OneDigital INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2021 ADDRESS: 8700 W Bryn Mawr Ave, Suite 900S, Chicago IL 60631, United States DESCRIPTION: Sales & Retention - all things retirement related 2. ALL APPROVED MULTIPLE GENERAL AGENCIES; INVESTMENT RELATED; 8700 W BRYN MAWR, SUITE 900S, CHICAGO, IL, 60631; FMO; LICENSED FINANCIAL PROFESSIONAL; ADVISOR/AGENT/REPRESENTATIVE; 5/1/2018; 4 HRS/MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; BEST INTERESTS OF THE PROSPECTIVE CLIENT OR EXISTING CLIENT PRESENT OPTIONS THAT BEST FIT THEM WHETHER IT BE LIFE INSURANCE, FIXED ANNUITY, FIXED INDEXED ANNUITY, ETC. 3. SELF POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 8700 W Bryn Mawr Ave, 900S, Chicago IL 60631, United States DESCRIPTION: Sales of Fixed Insurance

Exams

• S66 Uniform Combined State Law Examination
  2017-05-11

Other Names

• Brett Dankowski