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Michael Thomas Sherzan

from West Des Moines, IA
Age ~73
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Also known as:
Michael T Sherzan, Michael F Sherzan, Mike T Sherzan, Mt Sherzan, Thomas Sherzan, Sherzan Mt
Phone and address:
6775 Booneville Rd, West Des Moines, IA 50266
(515) 270-6357
Related to:
Neil J TimminsSusan A Sherzan, 73Emily T Timmins, 45Katherine J Sherzan, 43Mason M Mckinnie, 44Thomas E Sherzan, 39Kathleen A Sherzan, 39
Connected to:
Vishwas P Shesh, 48Shilpa Sheshadri, 46Vinay Sheshadri, 37Angela M Sheskey, 64Gary J Sheskey, 55Joanne C Sheskey, 98Michael J Sheskey, 78Theodore J Sheskin, 84Barbara D Shesky, 57John W Shesler, 103

Michael Sherzan Phones & Addresses

  • 6775 Booneville Rd, Wdm, IA 50266 (515) 270-6357
  • West Des Moines, IA
  • Des Moines, IA
  • Johnston, IA
  • Plano, TX
  • Dallas, IA
  • 6775 Booneville Rd, West Des Moines, IA 50266 (515) 988-8438

Work

Position: Executive, Administrative, and Managerial Occupations

Education

Degree: Associate degree or higher

Resumes

Resumes

Michael Sherzan Photo 1

Board Member

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Location:
8800 northwest 62Nd Ave, Johnston, IA 50131
Industry:
Financial Services
Work:
Bankers Financial Corporation
Board Member
Broker Dealer Financial Services Corp.
Owner
Education:
University of Iowa 1997 - 1999
Master of Business Administration, Masters, Business Administration University of Iowa 1970 - 1973
Bachelors, Bachelor of Arts, Communication
Skills:
Investments
Retirement Planning
Fixed Annuities
Wealth Management
Securities
Mutual Funds
Retirement
Investment Advisory
Series 7
Iras
Strategic Financial Planning
401K
Estate Planning
Financial Planners
Asset Management
Financial Planning
Insurance
Wealth
Asset Allocation
Michael Sherzan Photo 2

Michael Sherzan

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Michael T Sherzan
President
BROKER DEALER FINANCIAL SERVICES CORPORATION
140 S 68 St, West Des Moines, IA 50266
Michael T. Sherzan
Principal
DNS Properties LLC
Nonresidential Building Operator
PO Box 6240, Camp Dodge, IA 50131
8800 NW 62 Ave, Camp Dodge, IA 50131
Michael Sherzan
Principal
Bdfsc Holdings Corp
Holding Company
140 S 68 St, West Des Moines, IA 50266
8800 NW 62 Ave, Camp Dodge, IA 50131

Publications

Us Patents

Method Of Providing Indexed Certificates Of Deposit

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US Patent:
20050080741, Apr 14, 2005
Filed:
Aug 25, 2004
Appl. No.:
10/926153
Inventors:
Michael Sherzan - Urbandale IA, US
International Classification:
G06F017/60
US Classification:
705042000, 705043000
Abstract:
A system and method providing for a service provider, acting as agent for one or more community banks to offer indexed certificates of deposit (ICDs) at an upfront, fixed cost, which have the benefits of an upside return opportunity, no downside risk, and FDIC insurance for qualified accounts. Customers' funds are deposited with the banking institution, then a portion of the funds are directed through an escrow agent to a hedge provider in exchange for an option to pay portion of the appreciation of the index, if any, on the ICDs. At maturity, the hedge provider pays the proportionate appreciation, if any, to the escrow agent, who in turn sends the appropriate portion of the appreciation to the participating bank institutions. The bank institutions then forward the appreciation, along with the initial purchase price of the ICDs, on to the customer.

Method Of Providing Indexed Certificates Of Deposit

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US Patent:
20050080739, Apr 14, 2005
Filed:
Oct 8, 2003
Appl. No.:
10/681599
Inventors:
Michael Sherzan - Urbandale IA, US
Kevin Murray - Johnston IA, US
International Classification:
G06F017/60
US Classification:
705042000, 705043000
Abstract:
A system and method providing for a service provider, acting as agent for one or more community banks to offer indexed certificates of deposit (ICDs) at an upfront, fixed cost, which have the benefits of an upside return opportunity, no downside risk, and FDIC insurance for qualified accounts. Customers' funds are deposited with the banking institution, then a portion of the funds are directed through an escrow agent to a hedge provider in exchange for an option to pay the portion of the appreciation of the index, if any, on the ICDs. At maturity, the hedge provider pays the proportionate appreciation, if any, to the escrow agent, who in turn sends the appropriate portion of the appreciation to the participating bank institutions. The bank institutions then forward the appreciation, along with the initial purchase price of the ICDs, on to the customer.
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Michael Thomas Sherzan from West Des Moines, IA, age ~73 Get Report