Daniel Nathan Luber

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

• 12/2013 → Present
  Lpl Financial Llc
  Lake Forest, IL
• 12/2013 → 08/2021
  Level Four Advisory Services
  Lake Forest, IL

Previous Registrations

• 2014-02-28 → 2021-08-31
  Level Four Advisory Services
  Lake Forest, IL
  Dallas, TX
• 2011-09-08 → 2013-12-19
  New England Securities
  Chicago, IL
  Chicago, IL

Other Businesses

(1) 12/17/2013: The Luber Group - Real Estate Rental - Investment Related - At Reported Business Location(s) - Owner, maintain property and collect rent. (2) 12/17/2013: Armor Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 12/17/2013: ESL Investmens, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) (4) 12/17/2013: Level Four Insurance Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 20% Time Spent - Life, disability, LTC, and health

Exams

• S66 Uniform Combined State Law Examination
  2010-11-04