Daniel Campanelli

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2006 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Rahway, NJ

Previous Registrations

• 2005-08-24 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Brown Summit, NC
  Hauppauge, NY
  Rahway, NJ
  Elkton, VA
  Marlboro, MA
  Whitehouse Station, NJ
  Baltimore, MD
  Hunt Valley, MD
  Nanuet, NY
  Tinton Falls, NJ

Other Businesses

1) 05/18/2022 - People's Alliance Investment & Retirement Center-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - MEMBERS Financial Services-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 3) 3/28/2023 - NIHFCU Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/21/2023 - 40 Hours Per Month/40 Hours During Securities Trading 4) 06/11/2024 - HARBORONE INVESTMENT SERVICES, BY LPL BROKERAGE SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/15/2023 - 5 Hours Per Month/ 1 Hour During Trading 5) 06/11/2024 - ATLANTIC FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/04/2024 - 5 Hours Per Month/ 1 Hour During Trading 6) 06/11/2024 - MEMBERS FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/24/2023 - 5 Hours Per Month/ 1 Hour During Trading 7) 06/11/2024 - NASSAU FINANCIAL INVESTMENT CENTER - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/25/2021 - 5 Hours Per Month/ 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-04-08
• S63 Uniform Securities Agent State Law Examination
  1989-11-02

Other Names

• Daniel Michael Campaneli
• Daniel Michael Campanelli