Daniel T Nycklemoe

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

• 01/2012 → 02/2017
  Guardian Life Insurance Company
  Bloomington, MN
• 09/2012 → 02/2017
  Park Avenue Securities
  Bloomington, MN
• 03/2017 → Present
  Guardian Life Insurance
  Edina, MN
• 03/2017 → 03/2022
  Park Avenue Securities
  Edina, MN
• 03/2022 → Present
  Lpl Financial Llc
  Edina, MN

Previous Registrations

• 2013-09-11 → 2022-03-21
  Park Avenue Securities Llc
  Edina, MN

Other Businesses

1)3/2022- Generation Group, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Edina, MN 2) 3/2022- Guardian Life Insurance- Non-Variable Insurance- Agent selling whole life- inv. related- Edina, MN- start date 1/1/2012- 80hrs/mth 3)3/2022- Real Estate Rental- owner- inv. related- 4336 Minnehaha Ave S., Minneapolis, MN 55406- start date 2/2022- 4hrs/mth 4)08/01/2022 - Breakthrough Table, LLC- Not Investment Related- At Reported Business Location(s)- Other - Group Coaching- Owner - Start Date- 10/01/2022- 20 Hours Per Month/ 1 Hours During Securities Trading 5) 02/24/2025 - Nycklemoe, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:12/31/2024 - 4 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-14

Other Names

• Daniel T Nycklemoe
• Dan T Nycklemoe
• Daniel Thomas Nycklemoe