Daniel James Vansingel

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

• 03/2011 → 09/2016
  United Bank Of Michigan
  Grand Rapids, MI
• 05/2011 → 09/2016
  Lpl Financial
  Charlotte, NC
• 09/2016 → 03/2021
  Securities America Inc.
  Calendonia, MI
• 09/2016 → 03/2021
  Securities America Advisors
  Calendonia, MI
• 03/2021 → Present
  Lpl Financial Llc
  Caledonia, MI

Previous Registrations

• 2016-09-09 → 2021-03-30
  Securities America Advisors, Inc.
  Grand Rapids, MI
  Calendonia, MI
  Grand Rapids, MI
• 2011-12-08 → 2016-09-19
  Lpl Financial Llc
  Wayland, MI
  Grand Rapids, MI
  Hopkins, MI
  Clarksville, MI
  Rockford, MI
  Dorr, MI
  E Grand Rapids, MI
  Shelbyville, MI
  Grand Rapids, MI
  Byron Center, MI
  Caledonia, MI

Other Businesses

1) 3/2021- VanSingel Financial Services -DBA for LPL Business (entity for LPL business)- Inv. Related- Caledonia, MI- start date 3/30/21- 160hrs/mth 2)3/2021- Daniel VanSingel- Non-Variable Insurance- Agent selling Term and UL.- Inv. Related -Grand Rapids, MI- start date 3/30/21- 2hrs/mth 3) 09/26/2024 - VanSingel & Farrell Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 0 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-07
• S63 Uniform Securities Agent State Law Examination
  2011-06-15

Other Names

• Daniel James Van Singel