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DH

Danielle L. Halliday

BANKERS LIFE ADVISORY SERVICES
Greenwood, IN 46142
Some features on this profile are disabled
CRD#: 5439481
DH

Professional summary

Danielle Lee Halliday, who also goes by Danielle L Gildner, Danielle L Grezeszak, Danielle Lee Grezeszak, Danielle Halliday, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greenwood, Indiana and BANKERS LIFE SECURITIES, INC. located in Greenwood, Indiana.

Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Danielle has worked at 5 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7TO, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danielle L Gildner | Danielle L Grezeszak | Danielle Lee Grezeszak | Danielle Halliday

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BANKERS LIFE AND CASUALTY POSITION: AGENT, UNIT FIELD TRAINER NATURE: HELPING PEOPLE ESTB=ABLISH INSURANCE PRODUTS FOR THEMSELVES AND OTHERS, PROVIDING ADVISE TO HOW MUCH AND WHAT A CLIENT SHOULD CONSIDER INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/29/2019 ADDRESS: 6602 E 75TH STREET, SUITE 510, INDIANAPOLIS IN 46250, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Cure Cancer Foundation, not investment related, 9032 Diamond Pointe Dr. Indianapolis, IN 46236, non-profit that raises money for families in need, board of directors, 09/15, 5 hours/month, no hours during security trading hours, fundraising and run meetings. Janell Enterprises LLC, not investment related, 9032 Diamond Pointe Dr. Indianapolis, IN 46236, weight loss coaching, owner, 07/2015, 6 hours/month, no hours during security trading hours, coach people on weight loss and nutrition.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Lee Halliday's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2020 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 107 North State Road 135 Ste 107, Greenwood, IN 46142
RIA
CRD#: 281285
Greenwood, IN
Current

March 2, 2020 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 107 North State Road 135 Ste 107, Greenwood, IN 46142
BD
CRD#: 173962
Greenwood, IN
Past

December 10, 2014 - January 6, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
INDIANAPOLIS, IN
Past

December 8, 2014 - January 6, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
INDIANAPOLIS, IN
Past

June 6, 2012 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
OKEMOS, MI
Past

June 5, 2012 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
OKEMOS, MI
Past

October 25, 2010 - June 4, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SAGINAW, MI
Past

November 8, 2007 - June 4, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SAGINAW, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/26/2024)
RR
Florida
(5/23/2022)
RR
Indiana
(6/4/2020)
IAR
Indiana
(6/15/2020)
RR
Michigan
(12/21/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 Approved)
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Contact information

Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)
BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts14,938
AUM (Assets Under Management)$ 1,943,847,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285Greenwood, IN 46142

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