Michael Erpenbach
Michael Erpenbach is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lake Elmo, MN, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8530 Eagle Point Blvd Ste 250, Lake Elmo, MN, 55042
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Michael operates Cedar Ridge Wealth Management Group, LTD as a DBA for his LPL business, dedicating about a quarter of his time. He also owns Education Resource Partners Inc., spending minimal time on this investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations9 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.
Exams
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