Michael Gjerde (CRD# 7000854) is an Investment Advisor Representative working at Lpl Financial LLC in Moorhead, MN and has over 5 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Federal Credit Union | Moorhead, MN | May 2023 - Current | 1 |
| Lpl Financial | Moorhead, MN | May 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | Jan 2019 - May 2023 | 4 |
| Thrivent Investment Management Inc. | Moorhead, MN | Aug 2018 - May 2023 | 4 |
| Thrivent Financial | Appleton, WI | Nov 2018 - Jan 2019 | < 1 |
| Cable One | Fargo, ND | Jul 2012 - Nov 2018 | 6 |
| Luxury Designs | Fargo, ND | Dec 2016 - Jan 2017 | < 1 |
| G&k | West Fargo, ND | Oct 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- MN
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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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