Michael Woll
Michael Woll is a registered investment advisor at LPL Financial LLC, based in Worthington, MN, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
201 9th Street, Worthington, MN, 56187
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Michael is a notary in Minnesota and co-owner of rental real estate, dedicating minimal time and a few hours per week, respectively. He also operates Mike Woll Investment Office as a DBA for LPL business, which is nearly full-time work.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Sws Financial ServicesBroker
Investment Centers of America, INC.Broker
Kingland Capital CorporationBroker
State Registrations35 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.
Exams
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