Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Morgan Rolls is a registered representative with LPL Financial LLC in Kenosha, Wisconsin. Daniel has been in the industry for several years, and holds the Series 66 license. Daniel is a licensed agent and investment advisor representative. Their current registrations are with the state of Wisconsin. Daniel has been employed with Johnson Financial Group since October 2024 and prior to that was with Pac West Wealth Partners Ameriprise Financial in Corvallis, Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
02/11/2025 - Present
LPL Financial LLC (KENOSHA WI)
Active
Inactive
Not sure Daniel Rolls is the right advisor for you? Invested Better is here to help.
