Michael Matheson
Michael Matheson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, 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
11272 86th Ave N., Suite B, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2004Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including building ownership, tax/investment entities, and real estate rental. He dedicates full-time hours to M2 Financial Group and minimal time to insurance sales and Schuler, Matheson, Pias & Assoc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Financial Dimensions Group, INC.
Osaic Wealth, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.