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James Clifford Danner

Advisor at LPL Financial — Litchfield, MN

Updated today

Credentials

Series 63

Experience

27 years

Location

Litchfield, MN 55355

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

James Danner is a financial advisor with LPL Financial in Litchfield, MN, holding a Series 63 designation and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Voya Financial Advisors, INC. for five years. His outside activities include involvement with the Prideaux Group as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

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

Litchfield, MN

32 E 2nd St

Litchfield MN 55355

Advisors at this office

1

Most active in

Minnesota

Work history

27 years of industry experience

LPL Financial

2019 - Present • 7 years

Litchfield, MN

Voya Financial Advisors, INC.

2014 - 2019 • 5 years

Litchfield, MN

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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Rachael V

Series 65

Litchfield, MN

BlueStem Wealth Partners, LLC

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning Wealth management
user avatar

Jessica E

Series 66

Litchfield, MN

Thrivent Investment Management

Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
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Paul W

ChFC®, Series 63, Series 66

Litchfield, MN

Thrivent Investment Management

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 24 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns and operates White's Pure Honey, producing and selling honey locally, and holds a passive ownership stake in Island Pine Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning that covers a broad range of topics without including implementation. The firm offers planning combined with managed-account services under a consolidated billing option while maintaining separation of these services.

Business ownership considerations
user avatar

James E

Series 63, Series 65

Litchfield, MN

LPL Enterprise

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Ellingson is involved in his community as a board member of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, and he has a longstanding role as a sports and fitness coach. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nicholas L

Series 63, Series 66

Litchfield, MN

OSAIC

Nicholas Loehlein is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors and Securities America Inc. Loehlein is also licensed to sell life insurance products, including fixed and equity index annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools and third-party money managers to construct portfolios tailored to clients’ risk tolerance and investment objectives.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kate K

Series 66

Dassel, MN

OSAIC

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial, Five Star Financial, and Backyard Reflections. Kilpela is also involved as a registered representative in an S Corp, where she collaborates with other advisors and leads client meetings. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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