Dan Shaner, financial advisor Crown Point IN

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 Crown Point, IN and has over 38 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Mml Investors Services, LLC Crown Point, IN Apr 1985 - Current 38
Massmutual Life Insurance Co Crown Point, MA Sep 1981 - Current 42
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
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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
  • Pension consulting services
  • 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, WY

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