Daniel Dodd
Daniel Dodd is a CFP-designated registered investment advisor at Retirement Plan Advisors, LLC, based in Janesville, WI, with 24 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 Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 10,031 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee is 2.25% per year. Program fees, trading, custodial, and account service fees may apply in addition to the advisory fee depending on the selected program.
Fee Estimator
Location
3618 Ridge Drive Suite #1, Janesville, WI, 53548
Get directionsHistory
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 is an independent insurance agent for various insurance companies. He is also the president of Dodd Financial Group and Blue Monarch LLC, and an owner of Retirement Plan Advisors Holdings Inc and Financial Cop - Wisconsin; the latter takes about a quarter of his time.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Capital Brokerage CorporationBroker
State Registrations7 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.
Exams
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