Michael Haas is a registered investment advisor at LPL Financial LLC, based in Oakdale, MN, with 26 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
600 Inwood Ave N # 135, Oakdale, MN, 55128
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2025Financial
January 2018Other Business Activities
Michael is the owner of M. Haas Financial, a business entity for tax/investment purposes only, since 2018. He also uses Haas Financial as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
American Enterprise Investment Services INC.Broker
State Registrations13 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.