Danielle
Berz

Lpl Financial LLC

CRD#5570374
Investment Advisor
in Denver, CO
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About this Advisor

Danielle Berz is a certified financial planner who lives in Denver, Colorado. Currently a registered investment advisor with Lpl Financial LLC, they have gathered 10 years of professional experience as a financial advisor. Berz has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Berz is registered to work with investors based out of Colorado. Berz has gained experience at Ubs Financial Services Inc, Ubs Financial S. - Wilmington, Lpl Financial LLC, Brown & Tedstrom Retirement Planning, Inc and Brown & Company. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 additional offices in the United States. Overall, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1700 Broadway #500
Denver, CO 80290-0501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CO Average: $16,012,751,954
Total Number of Employees

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Danielle Berz Work History

Danielle has 10 years of experience.

2018 - Present (1 years)

Brown & Company

2013 - Present (6 years)

Lpl Financial LLC

2013 - 2018 (5 years)

Brown & Tedstrom Retirement Planning, Inc

2010 - 2013 (3 years)

Ubs Financial S. - Wilmington

2008 - 2010 (2 years)

Ubs Financial Services Inc

Disclosures

Danielle Berz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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