Carter Allan Danke
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- Provident Financial ConsultantsApr 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Third Coast AdvisorsMay 2024 to Aug 2024
- Secura InsuranceMar 2023 to Jan 2025
- Woodeyes Bar and GrillMay 2022 to Dec 2023
- University of Wisconsin - MadisonSep 2021 to Dec 2024
- Faith TechnologiesJun 2021 to Aug 2021
- Winneconne High SchoolAug 2017 to May 2021
- Winneconne Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7948462
- Firm CRD
- 6413