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Daniel Duane Hazzard

Advisor at LPL Financial — Freeport, IL

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Freeport, IL 61032

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Daniel Hazzard is a financial advisor with LPL Financial based in Freeport, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2002 and has also worked with GreenState Credit Union since 2019. Outside of his advisory role, he is a hobby farmer and a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Freeport, IL

510 Park Crest Drive

Freeport IL 61032

Advisors at this office

1

Most active in

Delaware · Illinois · Texas

Work history

30 years of industry experience

GreenState Credit Union

2022 - Present • 4 years

Freeport, IL

LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)

2002 - Present • 24 years

Freeport, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert E

Series 65

Davis, IL

Stonebrook Capital Management, Inc.

Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

General retirement planning Cash flow / budgeting Retired Founder/Business Owner
user avatar

Todd R

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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Andrew S

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Lucas B

CFP®, Series 63, Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Lucas Beggin is a CFP® professional with 12 years of industry experience. He is a partner at Lucas Group Financial Advisors, LLC and has previously worked with Regulus Financial Group, Regal Investment Advisors, and Lucas Group Financial Advisors, Inc. Outside of his financial advisory role, he serves on the boards of Parkview Homes NFP and the Highland College Foundation, acting as Treasurer for the latter. He is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term, evidence-based approach with diversified portfolios and coordinates with its affiliated accounting firm to integrate tax and financial planning services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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Katherine D

CFP®, Series 66

Freeport, IL

Lucas Group Financial Advisors, LLC

Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Michael S

CFP®, Series 63, Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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