Daniel James Keller

Current Employers

Employment History

• 01/2014 → 01/2022
  Rsm Us Llp
  Chicago, IL
• 01/2022 → Present
  Lpl Financial Llc
  Saint Charles, IL
• 04/2022 → Present
  Highpoint Planning Partners
  Saint Charles, IL

Other Businesses

1) 04/22/2022 - Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2022 - 160 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 06/12/2024 - Keller Peterson Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/3/2024 - 40 Hrs/Mo During Trading. 3) 12/17/2025 - Keller CPA Private Tax Services - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 40 hours per month/ 20 hours during trading 4) 12/17/2025 - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-14

Other Names

• Daniel Keller Keller