Daniel Tresemer
Daniel Tresemer is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Charles, IL, with 28 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
10 W Illinois St # 120, St. Charles, IL, 60174
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel has several business activities, including health insurance sales through Blue Cross/Blue Shield (dedicating minimal time), serving as a Co-Managing Partner and Branch Manager for OnPath Financial, LLC, and acting as a For-Profit Board Member for OnPath Outreach (dedicating minimal time). He also provides financial plans and advice for fees through HighPoint Advisor Group, LLC, taking up nearly full-time, and is involved in multiple business entities for tax/investment purposes, including Vantage Financial Partners HoldCo, LLC (dedicating about a quarter of his time).
Employment History
Current Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations50 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.