Jeremy Misek, financial advisor Bismarck ND

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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Finanical LLC Bismarck, ND Dec 2015 - Current 8
Gate City Bank Bismarck, ND Feb 2013 - Current 11
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2013 - Dec 2015 2
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: 704-733-3300
Registered State(s):
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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