Michael Kazmer
Michael Kazmer is a registered investment advisor at LPL Financial LLC, based in Queen Creek, AZ, with 37 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
Queen Creek, AZ
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
February 2025Customer Dispute
March 2010Customer Dispute
June 2009Customer Dispute
March 2003Other Business Activities
Michael operates Townsgate Wealth Management as a DBA for his LPL business. He also has a business entity, KCDM INC, for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Securities LLCBroker
Banc of America Investment Services, INC.Broker
Nationsbanc Montgomery Securities LLCBroker
Bancamerica Securities, INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
State Registrations23 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.