Michael Wendlandt (CRD# 1933263) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, MT and has over 34 years of experience in the finance industry.
CRD# 3074786
Edward Jones
CRD# 4656976
Centaurus Financial, Inc.
CRD# 7701459
Lifeproof Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lake Jackson, TX | Jun 2023 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Aug 2018 - Jun 2023 | 4 |
| Global Wealth Advisors | Angleton, TX | Aug 2018 - Jun 2023 | 4 |
| Apex Advisory Services, Inc. | Billings, MT | Apr 1996 - Jun 2019 | 23 |
| Securities America, Inc. | Billings, MT | Sep 2009 - Aug 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S65 | NASAA Investment Advisors Law Examination | May 1995 |
- MT
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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