Michael Kozemchak
Michael Kozemchak is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 29 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
7 West Square Lake Road, Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2002Customer Dispute
October 2001Employment Separation After Allegations
June 2001Customer Dispute
February 2001Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Michael provides financial planning and consulting services through Institutional Investment Consulting, dedicating full-time hours to this activity. He also owns Trade Supply, a building supply company, and has a relationship with Crump Insurance, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Iic
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Cantella & CO., INC.
Cantella & CO., INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.