Daniel Joseph Kostaroff
Investment adviser representative at Lsia
18 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$932.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- LsiaJul 2010 to now
- Ls Investment Advisors, LLCOct 2008 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Lsia
Legal name: Ls Investment Advisors, LLC
$932.1MAssets managed
193Clients
4Advisers
18 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
- 5321128
- Firm CRD
- 146829