Daniel Olsen
Daniel Olsen is a registered investment advisor at LPL Financial LLC, based in Milan, IL, with 24 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
Milan, IL
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Regulatory History (1)
Criminal
May 1976Other 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
LPL Financial LLCBroker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
AXA Advisors, LLCBroker
State Registrations8 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.