Dan Shaner, financial advisor Merrillville IN
93 score

Dan Shaner

CRD Number: 1205693
Current Firm: Mml Investors Services, LLC

Dan Shaner (CRD# 1205693) is an Investment Advisor Representative working at Mml Investors Services, LLC in Merrillville, IN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, Inc. Indianapolis, IN Apr 1985 - Current 31
Massachusetts Mutual Life Insurance Company Springfield, MA Sep 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Dan D. Shaner
Phone Number: (413)737-8400
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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