Dan Pias
Dan Pias is a registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 33 years of industry experience. Dan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 LLC
LPL Financial LLCBroker
Previous Registrations
Financial Dimensions Group, INC.
Osaic Wealth, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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