Daniel Bade Email & Phone Number

We are a team that helps each client receive the planning necessary to achieve their personal goals and navigate the transitions of life. Our goal is to give our clients their best "Return on Life" possible by truly understanding them, their goals and their aspirations. * Work with the Provenzano-Bade Group * Merrill Advisor since 1990 * Senior Vice President; Senior Financial Advisor * Portfolio Manager * Retirement Benefits Consultant EDUCATION: Western Michigan University, B.A. Marketing Major and Accounting & General Business Minors. CURRENT ACTIVITIES: Co-Chair of the Frankenmuth Rotary Helping Hands Committee Fund, Chairman of the Frankenmuth Fondo bicycle race, Planned Giving & Estate Planning Committee Member for the St Lorenz Foundation, and an active member of St. Lorenz Lutheran Church in Frankenmuth. PAST ACTIVITIES: Frankenmuth Rotary Board, Frankenmuth Rotary Major Projects Committee, President Frankenmuth Parks and Recreation Board,Tri-County Economics Club member, St. Lorenz Church Missions - Nicaragua, Frankenmuth School Board Trustee, Frankenmuth School District Foundation Treasurer, St. Lorenz School Board Vice Chairman, St. Lorenz Parent Teacher League President, Council of Michigan Foundations Member, Saginaw Area Jaycees Board, Saginaw Area Chamber of Commerce Ambassador, Youth coach for basketball, hockey, soccer and varsity football. THE PROVENZANO-BADE GROUP consists of 2 Financial Advisors, Daniel L. Bade and Anthony F. Provenzano; and 4 Client Associates, Tammy S. Witzgall, Nicole Weirauch, Jordan Schultz and Mary Beth Dittmer,. The team has over 110 years of combined experience in the financial services industry.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jan 1990 - Present - New York, Ny, Us

  *Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022. Data provided by SHOOK(R) Research, LLC. Forbes "Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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  Western Michigan University

  Bachelor'S Degree