Daniel Wehner
Daniel Wehner is a registered investment advisor at LPL Financial LLC, based in Mount Vernon, OH, 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
Mount Vernon, OH
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Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Daniel is an agent for Putnam Senior Care, selling non-variable insurance since 1997, dedicating a few hours per week. He is also a notary public and a statutory agent for Green Valley Shrimp Farm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Questar Capital CorporationBroker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Securities America, INC.Broker
State Registrations12 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.