Daniel Bensman is a registered investment advisor at LPL Financial LLC, based in Sidney, OH, with 26 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
120 North Main Avenue, Sidney, OH, 45365
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates under the DBA Independent Wealth Planning Group for his LPL business, dedicating minimal time. He is also a tax preparer and co-owner of Independent Tax Services, LLC, spending a few hours per week, and owns rental real estate which he plans to lease to his business, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations16 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.