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Daniel K
CFP®, CFA®
Bloomfield Hills, MI
LSIA
Daniel Kostaroff is a CFP® and CFA® with 15 years of industry experience. He has been with LS Investment Advisors, LLC since 2008. Outside of his advisory role, he volunteers teaching financial literacy at Woodside Bible Church and Dream Centers of Michigan. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, employing a fundamental analysis approach focused on large-cap U.S. equities and fixed income. The firm manages approximately $916 million in discretionary assets and serves a diverse client base that includes charitable organizations and insurance companies.
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