Daniel Joseph Rudski

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

• 01/2014 → 03/2025
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → 03/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Lpl Financial Llc
  Toledo, OH

Previous Registrations

• 2024-03-21 → 2025-04-02
  Cetera Investment Advisers Llc
  Toledo, OH
• 2014-01-28 → 2024-03-21
  Cetera Advisors Llc
  Toledo, OH
• 2012-10-23 → 2014-02-03
  Mml Investors Services, Llc
  Toledo, OH
• 2007-05-22 → 2012-10-04
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

1-02/2025 / Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 160 hrs mnth / 8 hrs during trading / start 03/06/2025 2- 02/2025 / Daniel J Rudski Financial / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / 10 hrs mnth / 2 hrs during trading / start 07/01/1998 3- 02/2025 / Beacon Financial / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 120 hrs mnth / 8 hrs during trading / start 03/07/2025 4- 02/2025 / Non-Variable Insurance / Inv Rltd / 2 hrs mnth / 1 hrs during trading / start 07/01/1998 5- 01/07/2026 - Junior Audio - Business Owner - Maumee, OH - Not Investment Related - Start Date 12/05/2025 - 1 hour per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-25