Dan Pias
Dan Pias is a registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, 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
11272 86th Ave N., Suite B, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Dan is a co-owner of Schuler, Matheson, Pias and Associates and 11272 Partners, both business entities for tax/investment purposes, and spends minimal time on these. He also sells term life insurance and long-term care through Brokerage Resources Inc., dedicating minimal time, and co-owns Pack Up The Kids, LLC, a real estate rental business, spending minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Financial Dimensions Group, INC.
Osaic Wealth, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations13 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.