Daniel Guy Bjorklund

Current Employers

Employment History

• 01/2019 → 06/2024
  T. Rowe Price
  Colorado Springs, CO
• 08/2017 → 01/2019
  Zales
  Colorado Springs, CO
• 08/2015 → 08/2017
  Fred Meyer Jewelers
  Parker, CO
• 06/2024 → Present
  Osaic Wealth Inc
  Colorado Springs, CO

Previous Registrations

• 2023-03-02 → 2024-07-09
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

1. DG & G Enterprises LLC, Not investment related 8667 Meadow Wing Cir Colorado Springs CO 80927 Owner since 2001 10-15 hours per month all done after market hours. Writing appraisals and selling custom jewelry 2. NCN FINANCIAL. LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 06/17/2024 ADDRESS: 5265 N Academy Blvd, Ste 3800, Colorado Springs CO 80918 DESCRIPTION: Prepare Income Tax Returns 3. DANIEL BJORKLUND POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/09/2024 ADDRESS: 5265 N Academy Blvd, Ste 3800, Colorado Springs CO 80918 DESCRIPTION: Life Insurance Agent 4. GARY & DOROTHY BJORKLUND LIVING TRUST POSITION: Successor Trustee NATURE: Successor Trustee on my parents trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2025 ADDRESS: 856 Cottonwood Rd, Guernsey WY 82214 DESCRIPTION: When my parents pass away I will handle the distribution of assets

Exams

• S66 Uniform Combined State Law Examination
  2023-03-01
• S63 Uniform Securities Agent State Law Examination
  2019-07-19