James Clifford Danner

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

• 10/2014 → 11/2019
  Voya Financial Advisors, Inc.
  Litchfield, MN
• 11/2019 → Present
  Lpl Financial Llc
  Litchfield, MN

Previous Registrations

• 2014-10-23 → 2019-11-26
  Voya Financial Advisors, Inc.
  Edina, MN
  Litchfield, MN
• 2014-01-29 → 2014-10-20
  Questar Asset Management, Inc.
  Minneapolis, MN

Other Businesses

1) 11/2019 - Business entity - Danner Brekke & Everts - Investment Related - Litchfield, MN 55355 2) 3/2008 - Real Estate Rental - D&T Development LLC - 32 E 2nd St. Litchfield, MN 55355 3) 11/2019 - DBA for LPL Business (entity for LPL business) - Danner Financial - Investment Related - Litchfield, MN 55355 4) 3/10/2023 - Prideaux Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/13/2023 - 5 Hours Per Month/5 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-14

Other Names

• Jim Danner