Daniel Scharlach
Daniel Scharlach is a registered investment advisor at LPL Financial LLC, based in Angola, IN, 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
330 Intertech Pkwy Suite 260, Angola, IN, 46703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel works full-time at Innovative Wealth Partners. He also has a business entity for tax/investment purposes, sells non-variable insurance as an agent (minimal time), manages real estate rentals (a few hours per week), and operates Financial Design Group as a DBA for his LPL business (about 10-20% of his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 states
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