Brett Machtig
Brett Machtig is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5270 W 84th St Suite 310, Bloomington, MN, 55437
Get directionsHistory
Regulatory History (5)
Regulatory
January 2017Regulatory
August 2015Customer Dispute
February 2015Customer Dispute
May 2011Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Brett is a partner at 401k Capital Advisory, president of Machtig & Associates, LLC and Machtig Group Inc., LLC DBA MGI Publishing, and founding partner of The Capital Advisory Group Advisory Services, LLC. He also provides accounting, tax, and audit services for Foreman & Airhart and is a licensed insurance agent with Machtig & Associates Insurance Services, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
The Capital Advisory Group Advisory Services, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Machtig & Associates, LLC.
Investors Capital Advisory
Investors Capital Advisory
Investors Capital CORP.Broker
Raymond James Financial Services, INC.Broker
Wachovia Securities, INC.Broker
D.E. Frey & Company, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
Investment Management & Research, INCBroker
State Registrations39 states
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.