Edward Jones
23yrs
Top advisor by experience in Wheat Ridge
17yrs
Based in Wheat Ridge, Colorado, Daniel Callaghan is a fiduciary financial advisor with 17 years of industry experience. Daniel joined LPL Financial in 2019, after nine years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 16 advisors with offices in Wheat Ridge, and one of 15 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 12% by experience in Wheat Ridge
Office4251 Kipling St Suite 230, Wheat Ridge, CO 80033
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowLPL Financial LLCCurrent firm
- 2010 – 2019Edward JonesPreviously
Contact Daniel
4251 Kipling St Suite 230Wheat Ridge, CO 80033Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Callaghan. Daniel works from the Wheat Ridge, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 17 years. Top 12% by experience in Wheat Ridge.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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