Daniel Nycklemoe
Daniel Nycklemoe is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 13 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
7625 Metro Blvd, Suite 325, Edina, MN, 55439
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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 operates Generation Group, LLC as a DBA for his LPL business and is an agent selling whole life insurance for Guardian Life Insurance, dedicating about half of his time to the latter. He also owns rental real estate and Breakthrough Table, LLC, a group coaching business, and Nycklemoe, LLC for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations11 states
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