MG
MG

Michael Glavin

28 Years of Experience
Oakbrook Terrace, IL
BrokerSells Insurance

Michael Glavin is a registered investment advisor at LPL Financial LLC, based in Oakbrook Terrace, IL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1 Tower Ln Ste 1800, Oakbrook Terrace, IL, 60181-4632

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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 affiliated with multiple DBAs for LPL business, including IHT Wealth Management, Wendt Financial Group, and Lighthouse Financial Group. He also works with Mutual Trust Life Insurance company and others selling non-variable insurance products, dedicating a few hours per week to this. Michael also has a business entity for tax/investment purposes, Clover Wealth Management LLC, taking about half of his time.

Employment History
Current Registrations
LPL Financial LLC
October 2020 - Present · 5 yrs 7 mos
Iht Wealth Management LLC
May 2016 - Present · 10 yrs
LPL Financial LLCBroker
May 2016 - Present · 10 yrs
Previous Registrations
Aliquot Capital, LLC
December 2014 - June 2016 · 1 yr 6 mos
William Blair & Company L.L.C.Broker
September 1997 - August 2014 · 16 yrs 11 mos
State Registrations15 states
AZCOCTFLGAIAILINKYMAMIMONCSCWI
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.