Daniel R. Peterson

(218) 741-7338
(218) 365-0007

LPL Research

LPL Financial Research continues to set an industry standard for independent and objective investment research because they operate in an environment free from the conflicts of interest inherent across the brokerage industry.

Objective Recommendations and Objective Advice

LPL Financial does not create its own investment products (such as mutual funds) or engage in investment banking. Additionally, the Research team is compensated based on the performance of their recommendations and the returns of the model portfolios. This makes it so they are not interested in pushing a product, but instead aligns the interests of the Research team with our interests—to identify those world-class investment products and solutions best suited to help you achieve your financial goals. The Research team supports our pursuit of your financial goals with the following:

  • Robust Research – Insightful and actionable reports on the global economy and capital markets that helps me to assess both short- and long-term market trends.
  • Investment Due Diligence – Analysis on thousands of mutual funds, separately managed accounts, alternative investments, exchange-traded products and more to ensure we have access to outstanding investment options.
  • LPL Research maintains recommended lists of mutual funds, separate accounts and variable annuity sub-accounts. These recommendations result from a thorough independent, objective research process that is designed to identify the best investment options within specific asset classes for these product types. The research process combines quantitative and qualitative screening factors and analysis that do not include or consider in any way any financial arrangements or business relationships that may or may not exist between LPL and the fund sponsor, manager or affiliate.
  • Model Portfolios – LPL Financial Research builds and monitors portfolios for investors utilizing state-of-the-art asset allocation and portfolio construction tools and methodologies.

As an independent financial advisor, I am focused on your financial goals and how they can best be achieved. I create a connection of trust with my clients by leveraging the professional relationship I have with LPL Financial and LPL Financial research. My clients appreciate this partnership and my industry knowledge.

Click Here to see the LPL Research Mutual Fund Due Diligence Process.

Click Here to Meet LPL Research at a Glance.