Daniel Yuhn
Daniel Yuhn is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
28411 Northwestern Hwy #1200, Southfield, MI, 48034
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
July 2005Other Business Activities
Daniel operates under several business entities: America Group Retirement Strategy Centers, Yuhn Financial Advisors LLC, and DDR Wealth Advisors LLC. DDR Wealth Advisors LLC takes about 10-20% of Daniel's time during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.