Danielle Marie Hennesen

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

• 01/2015 → Present
  Lpl Financial Llc
  Chicago, IL

Other Businesses

1. 03/16/2015 - RESPONSIBLE INVESTMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 100% - CHICAGO, IL. 2. 10/02/2024 - Standard Insurance Company - Other - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Stat Date 09/30/2024 - 0 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-05

Designations

• Certified Financial Planner

Other Names

• Danielle Marie Treitman