DL
DL

Daniel Lekki

8 Years of Experience
Orland Park, IL
BrokerSells Insurance

Daniel Lekki is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

15321 S 94th Ave Ste 100, Orland Park, IL, 60462

Get directions

History

Regulatory History
Clean regulatory record

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 works as a financial advisor for Megent Financial, spending full-time providing financial advice. He also owns Lekki Wealth Management LLC, dedicating minimal time to tax harboring, and sells fixed insurance products, including life and fixed annuities, spending minimal time on this activity. Daniel also works as a notary, spending minimal time notarizing union member documents.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
July 2019 - Present · 7 yrs
Cetera Advisors LLC
July 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisors LLC
July 2019 - March 2024 · 4 yrs 8 mos
Edward Jones
September 2017 - July 2019 · 1 yr 10 mos
Edward JonesBroker
July 2017 - July 2019 · 2 yrs
State Registrations15 states
ARAZFLHIILINKYMDMIMNMONVTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Daniel Lekki - Financial Advisor | TrueAdvisor