Michael Henschel, financial advisor Stevens Point WI
83 score

Michael Henschel

CRD Number: 3112890
Current Firm: Lpl Financial LLC

Michael Henschel (CRD# 3112890) is an Investment Advisor Representative working at Lpl Financial LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Wautoma, WI Oct 2011 - Current 6
Old National Bank (formerly: Anchor Bank) Wautoma, WI Mar 2005 - Current 13
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2007 - Oct 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Henschel
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
83

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