James Danner
James Danner is a registered investment advisor at LPL Financial LLC, based in Litchfield, MN, with 27 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
32 E 2nd St, Litchfield, MN, 55355
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business ActivitiesSells Insurance
James is involved with Danner Brekke & Everts, D&T Development LLC (real estate rental), and Danner Financial. He is also an agent for Prideaux Group selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations5 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.