Daniel Boehler
Daniel Boehler is a registered investment advisor at LPL Financial LLC, based in Saginaw, MI, with 27 years of industry experience. Daniel 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
1516 Midland Rd, Saginaw, MI, 48638
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Daniel operates under the DBA Boehler and Stedry Financial Advisors for his LPL business. He is also the owner of Daniel C. Boehler LLC and Skye Scout, LLC for tax/investment purposes, and an agent selling life, health, LTC, and disability insurance, dedicating about 10-20% of his time and a few hours per week respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations19 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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