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CFP

Danny Wilburn

LPL Financial LLC
33 Years of Experience
Valparaiso, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Danny Wilburn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Valparaiso, IN, with 33 years of industry experience. Danny 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

554 Vale Park Rd, Valparaiso, IN, 46385

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Danny is an agent for various life insurance companies since 2010, dedicating about 10% of his time to this activity. He also provides financial plans for a fixed and hourly fee, spends minimal time on tax preparation/accounting/bookkeeping, and owns rental real estate.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
LPL Financial LLC
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Waterstone Financial Group, INC.Broker
January 2009 - September 2009 · 8 mos
Waterstone Financial Group, INC.
January 2009 - September 2009 · 8 mos
R.B. Smith CO. INC.
February 1999 - December 2024 · 25 yrs 10 mos
Royal Alliance Associates, INC.
December 1998 - February 2009 · 10 yrs 2 mos
Royal Alliance Associates, INC.Broker
October 1993 - February 2009 · 15 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
October 1992 - September 1993 · 11 mos
State Registrations41 states
AKALARAZCACODCFLGAIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNJNVNYOHPAPRSCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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