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Michael Wendlandt

36 Years of Experience
Columbus, MT
BrokerSells Insurance

Michael Wendlandt is a registered investment advisor at LPL Financial LLC, based in Columbus, MT, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Columbus, MT

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is involved in several outside business activities. These include property management, operating as a DBA for LPL business, non-variable insurance sales, business ownership through Trout Peak Enterprises, and serving as Director of Ministry and Development for 4:13 Ranch.

Employment History
Current Registrations
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Global Wealth Advisors
May 2020 - September 2023 · 3 yrs 4 mos
Commonwealth Financial NetworkBroker
August 2018 - July 2023 · 4 yrs 11 mos
Commonwealth Financial Network
August 2018 - July 2023 · 4 yrs 11 mos
Securities America, INC.Broker
September 2009 - August 2018 · 8 yrs 11 mos
Apex Advisory Services, INC.
September 2003 - June 2019 · 15 yrs 9 mos
Royal Alliance Associates, INC.Broker
January 2003 - September 2009 · 6 yrs 8 mos
NFP Securities, INC.Broker
June 1999 - January 2003 · 3 yrs 7 mos
Royal Alliance Associates, INC.Broker
April 1996 - June 1999 · 3 yrs 2 mos
American Express Financial Advisors INC.Broker
June 1989 - May 1996 · 6 yrs 11 mos
Ids Life Insurance CompanyBroker
June 1989 - May 1996 · 6 yrs 11 mos
Pruco Securities CorporationBroker
May 1989 - September 1989 · 4 mos
The Prudential Insurance Company of AmericaBroker
May 1989 - September 1989 · 4 mos
State Registrations12 states
AKAZFLGAILMNMTNVSCTXWAWY
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.