Daniel Richard Kayser

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2021-07-21

IL RA
APPROVED

Since 2021-07-21
TX RA
APPROVED_RES

Since 2021-07-21

Branch Locations

1111 W 22Nd St Ste 245, Oak Brook, IL 60523 • United States

La Valle, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Oak Brook	IL	04/2014	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Lemont	IL	07/2014	07/2021
Triwealth Partners Llc	Downers Grove	IL	01/2019	07/2021
Lpl Financial Llc	Oak Brook	IL	07/2021	Present

04/2014 → 07/2021

Waddell & Reed, Inc

Oak Brook, IL
07/2014 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Lemont, IL
01/2019 → 07/2021

Triwealth Partners Llc

Downers Grove, IL
07/2021 → Present

Lpl Financial Llc

Oak Brook, IL

Previous Registrations

2014-10-14 → 2021-07-21

Waddell & Reed

Savage, MN

Oak Brook, IL

Other Businesses

1) 2019 - DBA for LPL Business (entity for LPL business) - TriWealth Partners LLC - Investment Related - Oak Brook, IL 60523 2) 2014 - Non-Variable Insurance - Daniel Kayser - Investment Related - Oak Brook, IL 60523

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-14

S66 Uniform Combined State Law Examination

2014-10-14

Other Names

Daniel R Kayser
Dan Kayser

View on SEC IAPD