Daniel Vieland
Daniel Vieland is a registered investment advisor at LPL Financial LLC, based in Avon, OH, with 22 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
36840 Detroit Rd Bldg 4 Unit T, Avon, OH, 44011
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Daniel operates several businesses related to investment advisory services through Stratos Wealth Partners and Old Fort Wealth Management. He also owns Vertical Charter Insurance Agency, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Nylife Securities INC.Broker
State Registrations10 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.