James Danner
James Danner is a registered investment advisor at LPL Financial LLC, based in Litchfield, MN, with 27 years of industry experience. James 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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