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Michael Tkachuk

42 Years of Experience
Beaverton, OR
2 DisclosuresBroker

Michael Tkachuk is a registered investment advisor at LPL Financial LLC, based in Beaverton, OR, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Beaverton, OR

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
Customer Dispute
May 2000
Settled
Other Business Activities

Michael is associated with Pacific Financial Group Inc. as a business entity for tax/investment purposes since 1990, spending about a quarter of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
August 1991 - Present · 35 yrs 2 mos
LPL Financial LLCBroker
April 1990 - Present · 36 yrs 6 mos
Previous Registrations
Piper, Jaffray & Hopwood IncorporatedBroker
January 1988 - May 1990 · 2 yrs 4 mos
E. F. Hutton & Company INCBroker
September 1984 - February 1988 · 3 yrs 5 mos
State Registrations10 states
AKAZCAIDMINJNYORTNWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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