Daniel Callaghan is a registered investment advisor at LPL Financial LLC, based in Wheat Ridge, CO, with 15 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
4251 Kipling St Ste 230, Wheat Ridge, CO, 80033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates Wind River Wealth Management, LLC as a DBA for his LPL business since 2019. He also owns a camper rental business on Outdoorsy.com and works as a seasonal support driver for UPS, dedicating minimal time to the camper rental and about half his time to UPS.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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