Daniel Thomas Ritter
Investment adviser representative at LPL Financial LLC
20 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCJul 2021 to now
- Core WealthFeb 2019 to Jul 2021
- Drws LLCJan 2019 to Jul 2021
- Marine Corps LeagueAug 2018 to Aug 2020
- Fob JohnsonFeb 2016 to Mar 2017
- Biz To BizJan 2013 to Feb 2020
- American Legion Post 14Jun 2010 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesJan 2007 to Jul 2021
- Waddell & Reed IncNov 2006 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 9 states (CA, CO, FL, LA, MT, NH, TX, UT, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5251782
- Firm CRD
- 6413