Michael Rosenthal, financial advisor Greenwood Village CO
93 score

Michael Rosenthal

CRD Number: 5587572
Current Firm: Lpl Financial LLC

Michael Rosenthal (CRD# 5587572) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Greenwood Village, CO Aug 2015 - Current 1
Saddleridge Fort Collins, CO Jul 2006 - Current 10
Wells Fargo Advisors, LLC Greenwood Village, CO Jun 2012 - Aug 2015 3
Jpmorgan Chase Bank Na Aurora, CO Jun 2009 - Jun 2012 3
Chase Investment Services, Corp. Aurora, CO Jun 2009 - Jun 2012 3
Edward Jones St Louis, MO Aug 2008 - Apr 2009 < 1
Spss Inc. Chicago, IL Dec 2007 - Aug 2008 < 1
Unemployed Saint Charles, IL Jun 2007 - Dec 2007 < 1
Little Guys Movers Fort Collins, CO Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Michael D. Rosenthal
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
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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