Daniel R Fields
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCJun 2026 to now
- Subaru of Indiana AutomotiveFeb 2021 to now
- Faith West PreschoolAug 2020 to Jun 2021
- Domino's PizzaJan 2020 to Oct 2020
- TargetAug 2019 to Dec 2019
- Subaru of Indiana AutomotiveFeb 2018 to Aug 2019
- Cti PersonnelJun 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 8297606
- Firm CRD
- 8733