Christopher A Danzer

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

• 04/2010 → 11/2019
  Ameriprise Financial Services, Inc.
  Garden City, NY
• 08/2016 → 06/2019
  Treasury Wine Estates
  Napa, CA
• 11/2019 → Present
  Lpl Financial Llc
  Manhasset, NY

Previous Registrations

• 2016-07-06 → 2019-11-21
  Ameriprise Financial Services, Llc
  Garden City, NY
  Port Washington, NY
  Garden City, NY
  Jericho, NY
  Windsor, CA

Other Businesses

1. 11/8/2019 - Wellbeing Accountants - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 1/13/13 - 1 Hour Per Month - Time Spent 1% - Tax prep. 2. 11/8/2019 - Wellbeing Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 4/1/2012 - 10 Hours Per Month/15 Hours During Securities Trading - Time Spent 3%. 3. 12/6/2019 - Wellbeing Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/08/2019 - 140 Hours Per Month/7 Hours During Securities Trading. 4. 05/23/2022 - Christopher Alan - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 05/26/2022 - 5 Hours Per Month/ 1 Hours During Securities Trading. 5. 07/14/2022 - Danzer McMahon Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/12/2022 - 140 Hours Per Month/140 Hours During Securities Trading. 6. 07/18/2022 - christopher alan - Investment Related - At Reported Business Location(s) - Other - Business Owner - Owner - Start Date - 06/17/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 7. 04/14/2023 - American Airlines - Not Investment Related - JFK Airport - Outside/W-2 Employment - Customer Service Manager - Start Date 04/03/2023 - 160 Hours Per Month/ 20 Hours During Securities Trading 8. 03/06/2024 - Intuit - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Expert - Start Date - 01/31/2023 - 80 Hours Per Month/40 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-04
• S65 Uniform Investment Adviser Law Examination
  2009-09-14

Other Names

• Christopher Danzer