Daniel Paul Contreras

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

• 02/2001 → 09/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 04/2004 → 09/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 09/2017 → 10/2018
  Shawnee Mission North High School 30 Year Reunion Committee
  Overland Park, KS
• 10/2021 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2023 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial, Llc
  Kansas City, MO

Previous Registrations

• 2021-10-11 → 2025-05-09
  Cuso Financial Services, L.P.
  Kansas City, MO
  San Diego, CA
  Kansas City, MO
  Houston, TX
  San Diego, CA
• 2009-02-12 → 2021-08-23
  Waddell & Reed
  Shawnee Mission, KS
  Overland Park, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2009-02-05

Other Names

• Daniel Paul Contreras
• Daniel P Contreras
• Daniel Contreras