Dan Miles

Form CRS:

Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA's BrokerCheck (opens in a new tab)

schedule an appointment with Dan (opens in a new tab)

Dan received his Bachelor of Science Degree from Salem State College in Salem, MA. He also completed numerous Financial Planning, Estate Planning, Investing, and Insurance courses from The American College (opens in a new tab). Prior to entering the financial services and insurance industry, Dan worked in the non-profit sector for over 20 years, primarily in the development, finance, and research areas.

Since 2004, Dan has been active in the financial planning industry, providing objective advice and innovative financial strategies to individuals, professionals, and business owners faced with important decisions regarding retirement, estate planning, wealth management, and advanced insurance applications. He has particular professional experience in business succession, estate planning, retirement plans, employee benefits, disability, long-term care, and charitable planning.

Dan is the recipient of several awards, including the National Quality Award by the National Association of Insurance and Financial Advisors (NAIFA), the Agency Growth Award, the Long-Term Care Circle of Champions Award, and the Life All Star Award.

Dan holds the Chartered Life Underwriter (CLU) and LUTCF designations from The American College and the Certified in Long Term Care (CLTC) designation from the Corporation for Long Term Care. Dan is also a candidate at The American College for the Chartered Financial Consultant (ChFC) and Chartered Advisor in Philanthropy (CAP) designations, and he is completing his certifications for the Certified Financial Planner (CFP) designation.

Dan maintains Life and Health licenses in NY, OH, MI, MA, and NJ, and Securities licenses in MA, NY, and OH. Dan is a Registered Representative and Investment Advisor Representative with Ameritas Investment Company, a member of FINRA/SIPC.

Dan is a member of several Professional Organizations, including:

Dan lives in the Rochester area with his wife and three sons.

Dan Miles offers products and services using the following business names: Stan Steele Insurance Agency — insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA (opens in a new tab)/SIPC (opens in a new tab) - securities and investments. | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with the Stan Steele Insurance Agency.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.