Brian Mikkelson, financial advisor Eden Prairie MN

Brian Mikkelson

CRD Number: 1383901
Current Firm: Lpl Financial LLC

Brian Mikkelson (CRD# 1383901) is an Investment Advisor Representative working at Lpl Financial LLC in Eden Prairie, MN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Edina, MN Nov 2017 - Current 6
B.l Mikkelson Minneapolis, MN Aug 1994 - Current 29
B.l. Mikkelson & Associates Edina, MN Nov 1981 - Current 42
National Planning Corporation El Segundo, CA Apr 2016 - Nov 2017 1
Voya Financial Advisors Desmoines, IA Sep 2014 - Apr 2016 1
Ing Financial Partners Desmoines, IA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Brian L. Mikkelson
Phone Number: 704-733-3300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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