Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schmid is a financial advisor with LPL Financial LLC. He is based out of SLEEPY EYE, MN, and has been active in the industry since August 2001. Daniel Schmid is registered to provide advisory services in several states, including Arizona, Arkansas, Illinois, Iowa, Minnesota, Missouri, Ohio, South Dakota, Texas, and Wisconsin. He holds Series 6, 7, and 63 licenses as well as the SIE exam. Daniel Schmid is a dedicated financial professional committed to providing personalized investment advice and guidance to meet clients' individual needs.
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.
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2
MN
02/11/2025 - Present
LPL Financial LLC (SLEEPY EYE MN)
MN
11/16/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (SLEEPY EYE MN)
MN
04/20/2005 - 11/23/2009
GENEOS WEALTH MANAGEMENT, INC. (SLEEPY EYE MN)
CA
07/11/2002 - 04/25/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
09/09/1998 - 07/21/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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