Daniel Ritter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bozeman, MT, with 19 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
315 Edelweiss Dr Unit 8, Bozeman, MT, 59718
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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.
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Daniel operates under the DBAs Core Wealth, LLC and Core Wealth Ritter, and Ritter for his LPL business, dedicating minimal time. He also has a business entity, DRWS, LLC, for tax/investment purposes only, also dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations13 states
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