Michelle Doffek is a registered investment advisor at LPL Financial LLC, based in Newington, CT, with 24 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
944 Main St Unit 1, Newington, CT, 06111
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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.
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Michelle operates Hedberg Wealth Management as a DBA for her LPL business, dedicating minimal time. She also owns Doffek LLC, a business entity for tax and investment purposes, and spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
State Registrations5 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.