ML
CFP
ML
CFP
Mirko Lazenby
40 Years of Experience
San Diego, CA
1 DisclosureBroker
Mirko Lazenby is a CFP-designated registered investment advisor at PNC Wealth Management, based in San Diego, CA, with 40 years of industry experience. Mirko is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
12255 El Camino Real Suite 200, San Diego, CA, 92130-4088
Get directionsHistory
Regulatory History (1)
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
October 2007Denied
Employment History
Current Registrations
PNC Wealth Management
October 2025 - Present · 1 yr
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
April 2010 - May 2013 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
May 2009 - March 2010 · 10 mos
Chase Investment Services CORP.
May 2009 - March 2010 · 10 mos
Wamu Investments, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Wamu Investments, INC.Broker
May 1998 - May 2009 · 11 yrs
Great Western Financial Securities CorporationBroker
March 1990 - May 1998 · 8 yrs 2 mos
Prudential-Bache Securities INC.Broker
October 1988 - March 1990 · 1 yr 5 mos
Oberweis Securities, INC.Broker
February 1988 - September 1988 · 7 mos
Engler-Budd & Company INC.Broker
January 1988 - February 1988 · 1 mo
First Affiliated Securities, INC.Broker
June 1987 - January 1988 · 7 mos
Mckewon & TimminsBroker
February 1987 - June 1987 · 4 mos
American Heritage Securities CorporationBroker
January 1987 - March 1987 · 2 mos
Southmark Financial Services, INC.Broker
February 1986 - December 1986 · 10 mos
State Registrations2 states
CAWA
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.