Jeremy Misek, financial advisor Bismarck ND
93 score

Jeremy Misek

CRD Number: 5897421
Current Firm: Lpl Financial LLC

Jeremy Misek (CRD# 5897421) is an Investment Advisor Representative working at Lpl Financial LLC in Bismarck, ND and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Finanical LLC Bismarck, ND Dec 2015 - Current 1
Gate City Bank Bismarck, ND Feb 2013 - Current 3
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2013 - Dec 2015 2
Country Financial Bismarck, ND Apr 2011 - Jan 2013 1
Menards Bismarck, ND Apr 2009 - Apr 2011 2
American Capital Investment Bismarck, ND Aug 2010 - Dec 2010 < 1
University Of Mary Bismarck, ND Aug 2007 - Dec 2010 3
Unemployed Bismarck, ND Aug 2008 - Apr 2009 < 1
Noyes Apiaries Turtle Lake, ND May 2004 - Aug 2008 4
Ndsa Bismarck, ND Nov 2007 - Mar 2008 < 1
Nd Stockman's Association Bismarck, ND Nov 2007 - Mar 2008 < 1
Unemployed Turtle Lake, ND May 2007 - Nov 2007 < 1
Turtle Lake Mercer School Turtle Lake, ND Aug 2000 - May 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jeremy L. Misek
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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