Drew Mikel (CRD# 7799654) is an Investment Advisor Representative working at Lpl Financial LLC in Mishawaka, IN and has 1 year of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2362499
Cetera Investment Advisers LLC
CRD# 4140596
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Mishawaka, IN | Aug 2023 - Current | < 1 |
1st Source Bank | St. Joseph, MI | Jan 2021 - Current | 3 |
Brown Funeral Home & Cremation Services | Niles, MI | May 2018 - Jan 2021 | 2 |
Hope College | Holland, MI | Aug 2017 - Dec 2019 | 2 |
Niles Community Schools | Niles, MI | May 2017 - Aug 2017 | < 1 |
Niles High School | Niles, MI | Sep 2013 - Jun 2017 | 3 |
Kaiser Landscaping | Stevensville, MI | May 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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