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Daniel Gerard Schorgl

THE Leaders Group, Inc.

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About Daniel Gerard Schorgl

Daniel Gerard Schorgl is a financial professional with over 30 years of experience in the financial services industry. Daniel has held a variety of roles at leading financial institutions, including ING Financial Partners, Inc., NFP Securities, Inc., and Jefferson Pilot Securities Corporation. Currently, Daniel is registered with The Leaders Group, Inc. in Littleton, Colorado, where Daniel is a licensed representative to help clients with their financial goals.

Firm Information

Daniel Schorgl is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Schorgl’s Registration & Firm History

CO

01/15/2013 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MN

03/09/2010 - 12/31/2012

ING FINANCIAL PARTNERS, INC. (STILLWATER MN)

KS

09/16/2005 - 12/04/2009

NFP SECURITIES, INC. (LEAWOOD KS)

IN

07/11/2003 - 09/20/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

IA

04/03/2003 - 07/15/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

PA

08/29/2000 - 04/02/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

IA

01/25/1995 - 09/27/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MO

01/06/1992 - 12/20/1994

BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 12/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Gerard Schorgl.
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