MH
MH

Michael Henschel

27 Years of Experience
Stevens Point, WI
4 DisclosuresBroker

Michael Henschel is a registered investment advisor at LPL Financial LLC, based in Stevens Point, WI, with 27 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

640 Division Street, Stevens Point, WI, 54481

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
Customer Dispute
April 2017
Denied
Customer Dispute
December 2016
Denied
Customer Dispute
June 2001
Settled
Other Business Activities

Michael is affiliated with Old National Investments and Old National Wealth Advisors as a DBA for LPL business. He also serves as a non-profit board member for God's 911 Team, dedicating minimal time, and works as a VP Wealth Advisor at Old National Bank, a full-time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 9 mos
LPL Financial LLC
October 2011 - Present · 14 yrs 9 mos
Previous Registrations
Uvest Financial Services Group, INC.
January 2009 - October 2011 · 2 yrs 9 mos
Uvest Financial Services Group, INC.Broker
July 2007 - October 2011 · 4 yrs 3 mos
Uvest Financial Services Group, INC.
July 2007 - July 2007 · 0 mos
Vision Asset Management INC
December 2006 - July 2007 · 7 mos
Vision Investment Services, INC.Broker
March 2005 - July 2007 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
September 1998 - March 2005 · 6 yrs 6 mos
State Registrations9 states
AZCAFLGAILMNNMTXWI
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.
Michael Henschel - Financial Advisor | TrueAdvisor