Daniel
Plewa
Lpl Financial LLC
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About this Advisor
Daniel Plewa is a financial advisor based in Racine, Wisconsin, working with Lpl Financial LLC. Daniel has previously held positions at Forest Park Middle School, Franklin High School, Sendiks Food Market, Marcus Theaters, University Of Wisconsin - Whitewater, Henry Schein Dental, Johnson Financial Group, Eder Flag, and Lpl Financial, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Daniel is part of Lpl Financial LLC, which operates out of Racine, Wisconsin. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Plewa Work History
Johnson Financial Group
Lpl Financial, LLC
Johnson Financial Group
Eder Flag
Johnson Financial Group
University Of Wisconsin - Whitewater
Henry Schein Dental
Marcus Theaters
Sendiks Food Market
Franklin High School
Forest Park Middle School
Disclosures
Please visit the SEC profile of Daniel Plewa 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
Fort Mill, SC
Louisville, KY
Winter Park, FL
Santa Monica, CA
Lyndonville, VT
Staten Island, NY
San Diego, CA
Tucson, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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