Michael Kennedy
Michael Kennedy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sauk Centre, MN, with 35 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
508 Main Street South, Sauk Centre, MN, 56378
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Michael is the CEO of Kennedy Retirement Solutions, Inc., a DBA for his LPL business. He is also an agent for non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.