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DK

Daniel J. Kostaroff

LSIA
Bloomfield Hills, MI 48304-5106
Some features on this profile are disabled
CRD#: 5321128
DK

Professional summary

Daniel Joseph Kostaroff, CFP®, who also goes by Dan Kostaroff, Daniel Kostaroff, is a registered financial advisor currently at LSIA located in Bloomfield Hills, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Kostaroff | Daniel Kostaroff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Kostaroff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

July 2, 2010 - Present

LSIA

Office #1: 39533 Woodward Avenue Suite 307, Bloomfield Hills, MI 48304-5106
RIA
CRD#: 146829
Bloomfield Hills, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LSIA
LS INVESTMENT ADVISORS, LLC | LSIA WEALTH MANAGEMENT | LSIA WEALTH & INSTITUTIONAL | LSIA WEALTH | LSIA INSTITUTIONAL | LSIA

CRD#: 146829 / SEC#: 801-69340

RIA
Registered Investment Advisory firm - (7/11/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/2/2010)
IAR
Texas
(11/4/2025)

Exams

Current Firm

LS
LSIA
LS INVESTMENT ADVISORS, LLC | LSIA WEALTH MANAGEMENT | LSIA WEALTH & INSTITUTIONAL | LSIA WEALTH | LSIA INSTITUTIONAL | LSIA

CRD#: 146829 / SEC#: 801-69340

RIA
Registered Investment Advisory firm - (7/11/2008 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
39533 Woodward Avenue Suite 307, Bloomfield Hills, MI 48304-5106
Mailing Address
Phone number
(414) 459-1759
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (2/26/2026)

Regulatory assets under management

Total Number of Accounts432
AUM (Assets Under Management)$ 932,114,909

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LSIA

CRD#: 146829Bloomfield Hills, MI 48304-5106

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