Michelle Brown, financial advisor Kenosha WI

Michelle Brown

CRD Number: 6854618
Current Firm: Lpl Financial LLC

Michelle Brown (CRD# 6854618) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Kenosha, WI Sep 2018 - Current 2
Johnson Bank Kenosha, WI Sep 2017 - Current 3
Crossway Community Church Bristol, WI Aug 2017 - Mar 2018 < 1
Unemployed Kenosha, WI Jan 2004 - Aug 2017 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Michelle M. Brown
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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