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CFP

Michael Birkle

LPL Financial LLC
35 Years of Experience
Ann Arbor, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Birkle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 35 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3634 W Liberty, Ann Arbor, MI, 48103

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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 a public notary, owner of Birkle Financial Services Inc. (for tax/investment purposes), and owner of Birkle & Birkle (tax prep/accounting/CPA). He also receives fixed insurance trails and spends about half of his time on tax preparation and accounting.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Crown Capital Securities, L.P.
February 2011 - May 2024 · 13 yrs 3 mos
Crown Capital Securities, L.P.Broker
January 2006 - May 2024 · 18 yrs 4 mos
Crown Capital Securities, L.P.Broker
January 2006 - January 2006 · 0 mos
Mutual Service CorporationBroker
March 1999 - January 2006 · 6 yrs 10 mos
Titan/value Equities Group, INC.Broker
December 1990 - March 1999 · 8 yrs 3 mos
State Registrations26 states
DCFLGAHIIAILINKSKYLAMAMIMNNCNMNYOHORSCTNTXUTVAWAWIWY
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.
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