Daniel Goeddel is a registered investment advisor at LPL Financial LLC, based in St. Louis, MO, 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
1401 S Brentwood Blvd Ste 400, St. Louis, MO, 63144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates under the DBA Gatewood Wealth Solutions, LLC for his LPL business since 2019 and is a partner at Gatewood Wealth Holdings, dedicating a few hours per week. He also serves as a for-profit board member for CNB Professional Board and is involved with Gatewood Management Company for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations34 states
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