Danielle Denise Qualls

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

• 12/2012 → 05/2024
  Stifel Nicolaus & Co Inc
  Wichita, KS
• 05/2024 → Present
  Lpl Financial Llc
  Cheney, KS

Previous Registrations

• 2018-09-06 → 2024-06-04
  Stifel, Nicolaus & Company, Incorporated
  Wichita, KS
  Topeka, KS

Other Businesses

1) 05/2024 - Bergkamp Financial / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 05/2024 - Farm /Other - Business Owner / Non Inv. Related / Cheney, KS / Start date 03/01/2023 - 30 Hrs per month - 5 % Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-06
• S63 Uniform Securities Agent State Law Examination
  2012-02-21

Other Names

• Danielle Denise Brown