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Daniel Joseph Kammerich

Advisor at LPL Financial — Boonville, MO Main St

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

33 years

Location

Boonville, MO 65233

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Daniel Kammerich is a CFP®-certified financial advisor at LPL Financial with 33 years of industry experience. He has been associated with Personal Financial Group RIA and LPL Financial since 2009 and has also operated Kammerich Insurance since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Boonville, MO Main St

1121 Main St

Boonville MO 65233

Advisors at this office

1

Most active in

Missouri

Work history

33 years of industry experience

Personal Financial Group Ria

2009 - Present • 17 years

Overland Park, KS

Lpl Financial

2009 - Present • 17 years

Boonville, MO

Kammerich Insurance

1984 - Present • 42 years

Boonville, MO

Disclosures

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

Business activities & affiliations

user avatar

Eric N

Series 63, Series 66

Rocheport, MO

Voya financial Advisors, Inc.

Eric Niswonger is a financial advisor with Voya Financial Advisors, Inc. who holds Series 63 and Series 66 credentials and has 17 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also associated with Marathon Benefits Group since 2009. Niswonger serves on the board of directors for the William and Donna Headrick Pet Foundation, which supports SEMO Pets in Cape Girardeau, MO. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, with a majority of assets managed in non-discretionary, recommendation-based arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Kale G

Series 66

Boonville, MO

Money Concepts Capital Corp

Kale Gentry is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2017. Prior to his current role, he worked at Cerner Corp. from 2015 to 2017. Gentry is involved with Peterman Financial Group and owns Gentry Wealth Solutions Inc., both non-investment-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 14,700 clients through various managed programs using model portfolios, third-party sub-advisers, and fundamental and technical analysis.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Quin G

Series 66

Boonville, MO

Money Concepts Capital Corp

Quin Gentry is a financial advisor with Money Concepts Capital Corp in Boonville, MO. He holds the Series 66 designation and has approximately one year of industry experience, including prior roles at Gentry Wealth Solutions and Synergy Wealth Solutions. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lance R

Series 63, Series 66

Boonville, MO

Edward Jones

Lance Reynolds is a financial advisor with Edward Jones in Boonville, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a cattle farming operation in Clifton Hill, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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