Daniel Kalsbeek
Daniel Kalsbeek is a registered investment advisor at LPL Financial LLC, based in Grandville, MI, with 16 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
3900 Chicago Dr. Sw, Grandville, MI, 49418
Get directionsHistory
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 co-owns Evergreen Capital Management LLC, a real estate rental business, and operates Evergreen Capital Management as a DBA for his LPL business. He also sells life, long-term care, and health insurance, dedicating minimal time to this activity, and works as a transportation supervisor for a private school, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Royal Advisors, LLC
Royal Securities CompanyBroker
State Registrations16 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.