Daniel Sherwood
Daniel Sherwood is a registered investment advisor at Bankers Life Advisory Services, INC., based in Grand Rapids, MI, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
3350 Eagle Park Drive Ste 104, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Daniel works for Bankers Life as a USV and agent, selling insurance and training other agents since 2009. He spends about half his time on insurance sales and about a quarter of his time training other agents.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.