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David Lee Janszen

Bankers Life Securities, Inc.

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About David Lee Janszen

David Janszen is a financial advisor with over 20 years of experience in the industry. David is currently registered with Bankers Life Securities, Inc. David has previously worked with Fifth Third Securities, Inc., NatCity Investments, Inc., Red Capital Markets, Inc., and Fidelity Brokerage Services LLC. David holds Series 7, 24, 52TO, 53, 63, 66, 99TO and SIE licenses and is registered in all 50 states.

Firm Information

David Janszen is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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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David Janszen’s Registration & Firm History

IL

07/18/2023 - Present

Bankers Life Securities, Inc. (Chicago IL)

OH

01/10/2005 - 09/02/2021

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

OH

10/13/2004 - 01/11/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

01/23/2003 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

RI

03/28/2001 - 01/25/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 12/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/30/2011

Series 24 - General Securities Principal Examination

BC

Issued 07/18/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lee Janszen.
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