Michael Gacek
Michael Gacek is a registered investment advisor at LPL Financial LLC, based in Weatogue, CT, with 31 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
90 Hopemeadow St, Weatogue, CT, 06089
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in multiple life and health insurance businesses. He also serves as Secretary on the Board of Directors for New Foundations, Inc., and works as a financial planner for both Wealth Preservation Partners, LLC and Fiondella Insurance and Retirement Planning, Inc., dedicating full-time hours to each. Additionally, Michael works as an agent for True Choice Financial Group, selling fixed index annuities a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Main Street Management Company
Main Street Management CompanyBroker
Ws Griffith Securities, INC.Broker
Nutmeg Securities, LTD.Broker
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.