Daniel
Cook

Lpl Financial LLC

CRD#6674041
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Daniel Cook is a financial advisor operating out of Grand Rapids, Michigan, who has been in the industry for 10 years. Cook currently works for Lpl Financial LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Hershey Company, Blackford Capital, Gvsu Athletics, Northwestern Mutual Investment Services, LLC, Securitas Usa, Grand Valley State University, Sears Holding Corporation, Meijer Stores, Lpl Financial LLC and Lake Michigan Credit Union. Cook has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Michigan. Lpl Financial LLC is a registered investment company headquartered in Grand Rapids, Michigan. The firm has offices in 9,898 locations and a total of 28,744 financial advisors. It administers $404 billion in total assets across its 1,517,995 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a wide array of services, including 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

2024 Celebration Dr Ne
Grand Rapids, MI 49525

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

MI Average: $646,059,043
Total Number of Employees

28,744

MI Average: 13
Total Number of Accounts

1,517,995

MI Average: 661
Average Account Size

$266,257

MI Average: $977,396

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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

Daniel Cook Work History

Daniel has 10 years of experience.

2021 - Present (1 year)

Lpl Financial LLC

2021 - Present (1 year)

Lake Michigan Credit Union

2019 - 2021 (2 years)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

Hershey Company

2018 - 2018 (< 1 year)

Blackford Capital

2016 - 2016 (< 1 year)

Northwestern Mutual Investment Services, LLC

2015 - 2018 (3 years)

Gvsu Athletics

2015 - 2018 (3 years)

Grand Valley State University

2014 - 2015 (1 year)

Securitas Usa

2012 - 2012 (< 1 year)

Sears Holding Corporation

2012 - 2013 (1 year)

Meijer Stores

Disclosures

Daniel Cook has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brandon Allee
Anadarko, OK
Joshua Youngblood
Chicago, IL
Rolfe Young
Houston, TX
Douglas Chin
Red Bank, NJ
Stephen Meuris
San Francisco, CA
John Osorio
New York, NY
Janet Lowe
Enola, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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