Daniel Oschmann
Daniel Oschmann is a registered investment advisor at LPL Financial LLC, based in Eden Prairie, MN, with 21 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
6640 Shady Oak Rd Ste 200, Eden Prairie, MN, 55344
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2019Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Daniel works as a financial advisor for Capital Consulting Group, dedicating full-time hours to investment-related activities. He also engages in insurance-related activities, including fixed annuities, life/health, and long-term care, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Western Wealth Management LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 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.