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Daniel Kammerich

Advisor at LPL Financial

Updated today

Location

Boonville, MO 65233

Credentials

CFP®, Series 63, Series 65

Industry experience

32 years

About

Daniel Kammerich is a CFP® professional with 32 years of experience in financial advising. He is affiliated with LPL Financial and operates through his Personal Financial Group, which he has managed since 2009. Kammerich also has a background in non-variable insurance, running Kammerich Insurance since 1984. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and model portfolios, accommodating both advisory and brokerage needs.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1121 Main St

Boonville, MO 65233

Most active in

Missouri

Work history

Personal Financial Group Ria

2009 - Present (17 years)

Lpl Financial

2009 - Present (17 years)

Kammerich Insurance

1984 - Present (42 years)

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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