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Daniel Olsen

LPL Financial LLC
25 Years of Experience
Milan, IL
1 DisclosureBrokerSells Insurance
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Daniel Olsen is a registered investment advisor at LPL Financial LLC, based in Milan, IL, with 25 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Milan, IL

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History

Regulatory History (1)
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Criminal
May 1976
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel sells fixed and various other insurance products since 2004. He also operates his LPL business under the DBA Wealthbuilders Inc., dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
October 2007 - Present · 19 yrs
LPL Financial LLCBroker
October 2007 - Present · 19 yrs
Previous Registrations
Oneamerica Securities, INC.
August 2007 - November 2007 · 3 mos
Oneamerica Securities, INC.
August 2007 - August 2007 · 0 mos
Oneamerica Securities, INC.Broker
April 2006 - November 2007 · 1 yr 7 mos
Waddell & Reed, INC.
September 2004 - April 2006 · 1 yr 7 mos
Waddell & Reed, INC.Broker
September 2004 - April 2006 · 1 yr 7 mos
Princor Financial Services Corporation
June 2002 - September 2004 · 2 yrs 3 mos
Princor Financial Services CorporationBroker
January 2002 - September 2004 · 2 yrs 8 mos
AXA Advisors, LLCBroker
July 2001 - January 2002 · 6 mos
State Registrations8 states
FLIAILMIMNNCNMWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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