Daniel Keller (CRD# 7456736) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 2 years of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2518026
Calamos Advisors LLC
CRD# 4316392
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpoint Planning Partners | Saint Charles, IL | Apr 2022 - Current | 2 |
| Lpl Financial LLC | Saint Charles, IL | Jan 2022 - Current | 2 |
| Rsm Us LLP | Chicago, IL | Jan 2014 - Jan 2022 | 8 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- IL
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Total Assets Under Management3,001MILLIONS
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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