Daniel Nitsch is a registered investment advisor at LPL Financial LLC, based in Noblesville, IN, with 11 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
13225 Tegler Drive, Noblesville, IN, 46060
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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 his LPL business through BMO Investment Services. He also works as a notary, dedicating minimal time, and is an artist/musician with DysFUNKtion Brass, LLC, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Edward JonesBroker
State Registrations1 state
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.