Professional Support

Daniel G. Schorgl
LUTCF

Vice President
Planning Specialist
Wealth Adivsory Group
Mercury Financial Group

Dan Schorgl is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques. Mr. Schorgl’s extensive experience providing advanced technical and marketing support for financial advisors includes:

  • Client presentation assistance 
  • Client seminars and advisor training classes 
  • Technical assistance with case design and implementation of tax-advantaged estate planning and business funding strategies 
  • Assisting financial advisors in profiling client needs and creating business plans for approaching clients and completing sales.

PROFESSIONAL HIGHLIGHTS

19 years financial services experience with specialization in estate, wealth, charitable, business succession and executive compensation planning and insurance analysis for high net worth families, business owners and professionals with estates ranging between $5 million and $2 billion

PREVIOUS EXPERIENCE

Regional Vice President – Highland Capital
Top-ranked planning specialist nationally with responsibility for providing comprehensive support to independent and institutional advisors in the Midwest (Kansas, Missouri, Nebraska)

Regional Director – Penn Mutual
Responsible for assisting independent and institutional advisors in the Midwest with tax-advantaged estate planning and business funding strategies for their high net worth clients

Pension Consultant – Principal Financial Group
Provided qualified retirement plan design and consulting for employers and advisors in the Midwest

EDUCATION | DESIGNATIONS

BSBA, Management and Finance – Rockhurst College
Life Underwriter Training Council Fellow (LUTCF) – The American College
FINRA Series 7, 24 and 63 licenses. Registered Representative of The Leaders Group Inc. Member FINRA

Raymond James Financial Services, Inc. is not affiliated with and does not endorse the opinions or services of Daniel Schorgl or the Mercury Financial Group

Brian K. Fitzpatrick, B.S., AAMS Branch Manager Financial Advisor
1412 A Ave. W
Suite C
OskaloosaIA 52577
Phone: 641-676-4701
Fax: 641-676-4703
413 East Street
LynnvilleIA 50153
Phone: 641-527-2535
Fax: 641-527-2534
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