Michael Lachance, financial advisor Grafton WI
89 score

Michael Lachance

CRD Number: 5995529
Current Firm: Edward Jones

Michael Lachance (CRD# 5995529) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
Children's Hospital Wauwatosa, WI Oct 2012 - Jun 2013 < 1
Milwaukee Bucks Milwaukee, WI Dec 2011 - Jun 2013 1
Edward Jones Grafton, WI Jun 2012 - Aug 2012 < 1
Scottrade Brookfield, WI Nov 2011 - Jun 2012 < 1
Best Buy Brookfield, WI May 2008 - Jan 2012 3
Waukesha West Hs Waukesha, WI Sep 2005 - Jun 2009 3
Texas Roadhouse Waukesha, WI Apr 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Michael T. Lachance
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
89
Clean Record
This advisor has a clean track record with regulators.

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