DL
DL

Daniel Adam Ladzinski

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

43409 Schoenherr Road, Sterling Heights, MI, 48313

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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.

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Other Business ActivitiesSells Insurance

Daniel owns DAL Essentials LLC, a retail sales business, dedicating minimal time. He is also an insurance agent since July 2024, spending a few hours per week selling insurance products.

Employment History
Current Registrations
Gradient Securities, LLCBroker
October 2024 - Present · 1 yr 4 mos
Summit Financial Working with People You Trust
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.