Daniel Wiersma
Daniel Wiersma is a registered investment advisor at LPL Financial LLC, based in Gig Harbor, WA, with 33 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
5801 Soundview Dr #250, Gig Harbor, WA, 98335
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Daniel is the President of Harbor Wealth Management, a DBA for his LPL business. He is also an agent for Zenith, selling fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.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.