Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
16yrs
Daniel Mitchell has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Brookfield, Wisconsin. Daniel has been with LPL Financial since 2021; before that, Daniel spent less than a year at BMO Harris Financial Advisors and two years at TD Ameritrade. 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 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office395 N Executive Dr, Brookfield, WI 53005
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 ?2 states
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
- 2021 – nowLPL Financial LLCCurrent firm
- Feb 2021 – Mar 2021BMO Harris Financial Advisors, Inc.Previously
- Feb 2019 – Jan 2021TD Ameritrade, Inc.Previously
- Feb 2019 – Dec 2020TD Ameritrade Investment Management, LLCPreviously
- May 2017 – Mar 2019J.P. Morgan Securities LLCPreviously
- 2012 – 2016Strategic Advisers LLCPreviously
- Mar 2011 – May 2011Waddell & ReedPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 395 N Executive DrBrookfield, WI 53005Office · Get directions 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 Mitchell. Daniel works from the Brookfield, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
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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