Milissa Hengel
Milissa Hengel is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 25 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
Wichita, KS
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2009Customer Dispute
September 2005Customer Dispute
July 2004Other Business Activities
Milissa operates under the DBA CUA Retirement and Investment for her LPL business since May 2023. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Invest Financial CorporationBroker
Invest Financial Corporation
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Pruco Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Tower Square Securities, INC.Broker
State Registrations7 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.