Daniel
Gielow

Lpl Financial LLC

CRD#2218412
Investment Advisor
in Festus, MO

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About this Advisor

Daniel Gielow is a financial advisor working out of Festus, Missouri who has 4 years of industry experience. Gielow is an advisor for Lpl Financial LLC. Throughout their career, Gielow has worked at Goldman Sachs & Co, Incapital LLC and Lpl Financial. Gielow maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Missouri and Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in total assets between its 1,688,501 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business provides a number of services, such as 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 for financial management usually are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

502 S Truman Blvd Ste A
Festus, MO 63028

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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 Gielow Work History

Daniel has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Lpl Financial

2016 - 2018 (2 years)

Incapital LLC

2013 - 2016 (3 years)

Goldman Sachs & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Gielow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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