Michael Bale, financial advisor Moorhead MN

Michael Bale

CRD Number: 7180221
Current Firm: Lpl Financial LLC

Michael Bale (CRD# 7180221) is an Investment Advisor Representative working at Lpl Financial LLC in Moorhead, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bell Bank Fargo, ND Sep 2019 - Current 4
Lpl Financial LLC Fargo, ND Sep 2019 - Current 4
The Shack On Broadway Fargo, ND May 2017 - Mar 2020 2
North Dakota State University Fargo, ND Sep 2016 - Dec 2019 3
Dakota Supply Group Fargo, ND Mar 2019 - Aug 2019 < 1
Scheels Fargo, ND Apr 2014 - Aug 2017 3
Fargo North High School Fargo, ND Nov 2010 - May 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2021
Contact Info for Michael P. Bale
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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