Unclaimed
James Clifford Danner is a financial advisor in Litchfield, Minnesota. Danner is currently registered with LPL Financial LLC and has been in the industry since November 1998. Danner has previously been employed by VOYA FINANCIAL ADVISORS, INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., THRIVENT INVESTMENT MANAGEMENT INC., and LUTHERAN BROTHERHOOD SECURITIES CORP.. Danner offers investment advice to individuals, families, and businesses.
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
MN
11/26/2019 - Present
LPL Financial LLC (LITCHFIELD MN)
MN
10/15/2014 - 11/26/2019
VOYA FINANCIAL ADVISORS, INC. (Litchfield MN)
MN
12/01/2006 - 10/20/2014
QUESTAR CAPITAL CORPORATION (LITCHFIELD MN)
MN
11/21/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (LITCHFIELD MN)
MN
07/01/2002 - 11/15/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/20/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 11/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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