Michelle Gascoigne (CRD# 4351597) is an Investment Advisor Representative working at Lpl Financial LLC in Pine Island, MN and has over 22 years of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frandsen Bank & Trust | Zumbrota, MN | May 2022 - Current | 1 |
| Lpl Financial LLC | Zumbrota, MN | May 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Zumbrota, MN | Jan 2014 - May 2022 | 8 |
| Cetera Investment Services LLC | St. Cloud, MN | Jul 2010 - May 2022 | 11 |
| Bank Of Zumbrota (acquired By Frandsen Bank & Trust) | Zumbrota, MN | Sep 2001 - May 2022 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
- MN
- TX
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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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