Daniel E. Antioho, CFP®
As a branch manager and registered principal of LPL Financial, Daniel Antioho has over 35 years of financial services experience and is a Certified Financial Planner™. Daniel recognized the need to offer access to services and products that are independent and unbiased. Coming from a background as a financial advisor with a major broker/dealer, it was obvious that the large wire-house broker/dealer industry was going in a different direction than offering independent and unbiased advice. After long conversations with his brother Dave, a CPA, Antioho Investment Planning Group, LLC was created to offer knowledge and experience to clients. The same knowledge and experience that matches client goals and objectives with those of a firm that wants the same for its’ clients, friends, and family.
“Prospects and clients want the same thing; honesty and trust. Not only are we here to offer that honesty we are also here to build that trust. But we’re going to do it with the best service model anyone has seen.”
Prior to forming his own practice, Daniel worked as a Financial Advisor at Citi/Smith Barney from November 2000 to April 2008. From 1987 through November 2000, he gained valuable experience as a Financial Advisor with Investment Network, the financial services division of St. Paul Federal Bank in Chicago where his responsibilities included the integration of banking services with brokerage and Financial Planning.
“My start in financial services was at Prudential-Bache Securities just prior to Black Monday in 1987”. “Those were years of valuable experience and I use that experience to assist clients in preparing for retirement and helping them to attain their financial goals.”
Daniel founded Antioho Investment Planning Group, LLC in 2008 with the intent to offer his clients access to a full range of services, leveraging his financial and investment planning experience and joining with so many other professionals to address and provide tax and estate planning services.
Daniel, grew up in the Upper Peninsula of Michigan, attended Northern Michigan University where he graduated with a degree in Criminal Justice. He moved to Illinois to pursue Law School when he was introduced to finance and financial services by another brother who was working as an Institutional Bond Trader with a regional Broker/Dealer in Chicago.
“Finance runs in the Antioho family, my father owned his own business with his father. All of my siblings, all older brothers, have finance related careers. We had good role models who believed in faith, family, education and hard work.”
Daniel lived in Frankfurt and Elmhurst, IL before moving to Bradenton, FL where he resides with his wife, Susan, his full-time administrative assistant and business partner. Daniel and Susan have three children and five grandchildren. Daniel enjoys spending time with family, traveling and hiking in our country’s National Parks.
Antioho Investment Planning Group, LLC has offices in Oak Brook, IL and Bradenton, FL.