Steven Dannenmann is a registered investment advisor at LPL Financial LLC, based in Glen Burnie, MD, with 35 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
7310 Ritchie Highway, Ste 317, Glen Burnie, MD, 21061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns a home-based business, is a professional poker player and author, and owns LG Investment Properties LLC and SD Investment Properties LLC. He is also a CPA, dedicating nearly full-time hours to tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
State Registrations11 states
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