Daniel Boehler
Daniel Boehler is a registered investment advisor at LPL Financial LLC, based in Saginaw, MI, 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
1516 Midland Rd, Saginaw, MI, 48638
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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.