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Dan Witham

Dan is a veteran financial professional with 34 years of experience in the securities industry and 30 years of service as a reserve peace officer. He combines deep financial expertise with real‑world public safety experience, giving him a distinct perspective on money, risk and decision making.

Professional Background

  • 34 years of experience in the securities industry, advising individuals and families on investing, retirement planning, and long‑term financial strategies.
  • Master’s degree in Finance from Harvard University, graduating with a perfect 4.0 GPA.
  • Host of the long‑running radio show MoneyTalk for the past 17 years, including several years in national syndication.
  • Experienced media host and educator, skilled at explaining complex financial topics in clear, practical terms for everyday listeners.

Law Enforcement and Public Service

  • Served as a reserve peace officer for 30 years. Worked patrol in Green Country. Contributed approximately 1,000 hours per year without any compensation.
  • Twice named Reserve Officer of the Year in recognition of outstanding service.
  • Instructor for financial planning and money management classes for:
    • Tulsa Police Department
    • Lawton Police Department
    • Bureau of Alcohol, Tobacco,  and Firearms (ATF)
  • Chairman of the Sales Tax Overview Committee for the Tulsa County Criminal Justice Authority for 20 years, helping oversee the responsible use of public funds.
  • Proud father of a Tulsa Police officer, continuing a family commitment to public service.

 

LPL Financial

LPL Financial is the nation's largest independent broker-dealer*, founded in 1989 through the merger of Linsco (est. 1968) and Private Ledger (est. 1973).

*As reported by Financial Planning magazine, 1996-2025, based on total
revenue.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org.

Company Overview

Headquartered in San Diego with key offices in Fort Mill, SC and Tempe, AZ, LPL supports 32,000 independent financial advisors and 1,200 institutions, managing over $2.3 trillion in assets as of mid-2025. It went public on NASDAQ (LPLA) in 2010 and prioritizes advisor independence, offering robust technology, research, and back-office support without  proprietary products. Member FINRA/SIPC.

Company Stats

$2.3 trillion in client assets including brokerage assets

11 million client accounts

32,000 financial advisors

1,100 financial institutions that partner with LPL Financial

Zero proprietary products

Key Milestones

  • 1989- Formed to empower advisors with objective, client-focused platforms.
  • 2005-2006: Backed by private equity; acquired UVEST, becoming top provider to banks/credit unions.
  • 2017-2021: Acquired National Planning Holdings, Waddell & Reed wealth management; joined Fortune 500 (#466 in 2021, #392 in 2024).
  • 2024-2025: Acquired Atria Wealth Solutions and Commonwealth Financial Network ($2.7B deal); hit $1.79T assets, $3.67B Q1 revenue.