DL
CFP
DL
CFP
Danny Lis
23 Years of Experience
Livonia, MI
1 DisclosureBroker
Danny Lis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Livonia, MI, with 23 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
33300 Five Mile Rd Ste 200, Livonia, MI, 48154
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Denied
Other Business Activities
Danny was the owner and financial advisor at LMR Advisors, LLC from 2014 to April 2021, providing financial services, investment advising, and retirement planning. This activity took nearly full-time hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
April 2008 - March 2024 · 15 yrs 11 mos
Vestax Securities CorporationBroker
January 2003 - January 2004 · 1 yr
State Registrations1 state
MI
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.