Michael PetersonCRD Number: 3096080
Current Firm: Lpl Financial LLC
Michael Peterson (CRD# 3096080) is an Investment Advisor Representative working at Lpl Financial LLC in Plain, WI and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
Sii Investments, Inc.
|Lpl Financial, Llc (f/k/a Linsco Private Ledger Corp)||Mazomanie, WI||Apr 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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