Michael Hall
Michael Hall is a registered investment advisor at LPL Financial LLC, based in Eau Claire, WI, with 38 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
4319 Jeffers Road, Suite 202, Eau Claire, WI, 54703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates under Gateway Financial Partners and HALL FINANCIAL GROUP LLC as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also engages in non-variable insurance activities through Gateway Financial and provides investment advisory services through Gateway Wealth Partners.
Employment History
Current Registrations
LPL Financial LLCBroker
Gateway Wealth Partners, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Gradient Wealth Management
Gradient Securities, LLCBroker
Sii Investments, INC.Broker
Sii Investments, INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations9 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.