Daniel Weninger
Daniel Weninger is a registered investment advisor at LPL Financial LLC, based in Fond Du Lac, WI, with 31 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
1080 S Main St, Fond Du Lac, WI, 54935
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Daniel owns real estate rental property and Lakeside Wealth Management, LLC. He also works as a softball umpire for the Fond du Lac Recreation Department, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations18 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.