Daniel John Cetnar

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

• 08/2009 → Present
  Lpl Financial Llc
  Troy, MI

Previous Registrations

• 2008-11-04 → 2009-05-06
  Investment Advisors International, Inc.
  Duluth, GA

Other Businesses

1. 08/10/2009 - Financial Solutions of Michigan - INV REL - A REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 08/10/2009 - Non-Variable Insurance - INV REL - Term insurance, Fixed Universal Life, Fixed Annuities, LTC policies - 10% TIME SPENT 3. 12/16/2013 - Rantec Inc. - INV REL - Business Entity For Tax/Investment Purposes Only - 1% TIME SPENT - This S Corporation does not conduct any business. 4. 3/24/2020 - No Business Name - Not Investment Related - Professional and Continuing Education, 440 J Pawley Hall, Rochester, MI 48309 - Outside/W-2 Employment - Teacher - Start Date: 04/01/2020 - 23 Hours Per Month/0 Hours During Securities Trading - Professional and Continuing Education (PACE) Faculty in the Personal Financial Planning Program at Oakland University. 5. 01/31/2025- Successful Money Management Seminars of Michigan, Inc- Business Entity For Tax/Investment Purposes Only-Not INV Related- At TROY, MI - Start date 01/02/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-21
• S65 Uniform Investment Adviser Law Examination
  2008-06-16

Designations

• Certified Financial Planner

Other Names

• Daniel Cetnar
• Daniel J Cetnar
• Dan Cetnar