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Daniel R
Series 65, Series 63
Upper Arlington, OH
LPL Financial
Daniel Renz is a financial advisor with LPL Financial in Upper Arlington, OH, holding Series 65 and Series 63 registrations and bringing 24 years of industry experience. His prior roles include positions at German American Bank, Heartland Bank, UBS Financial Services, and North Star Wealth Advisors. He also serves as Director of Heartland Planning and Associates, a financial institution duty role separate from his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
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