Daniel M Greenheck
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- Investment Advisors, LLCMar 2025 to now
- Sampair AccurantDec 2023 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2024
- Securities America AdvisorsMar 2022 to Jun 2024
- Securities America, Inc.Mar 2022 to Jun 2024
- Equitable Advisors, LLCAug 2021 to Dec 2021
- RoverJul 2021 to Dec 2021
- Nelson's Cheese and DeliJun 2021 to Sep 2021
- Sampair CpaDec 2020 to Dec 2023
- Nelson's Cheese and DeliMay 2020 to Dec 2020
- Cooperative Wine ServicesMay 2017 to Dec 2019
- St John's UniversityAug 2016 to May 2020
- Sacre Bleu EnterprisesMay 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 7424133
- Firm CRD
- 6413