Daniel Bensman, financial advisor New Bremen OH
93 score

Daniel Bensman

CRD Number: 3156304
Current Firm: Lpl Financial LLC

Daniel Bensman (CRD# 3156304) is an Investment Advisor Representative working at Lpl Financial LLC in New Bremen, OH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC New Bremen, OH Sep 2008 - Current 8
First National Bank New Bremen, OH Sep 2008 - Current 8
First National Bank New Bremen, OH May 2002 - Sep 2008 6
Great American Advisors, Inc. New Bremen, OH May 2002 - Sep 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Daniel J. Bensman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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