MC
MC

Michael Christiansen

26 Years of Experience
Coeur D'Alene, ID
2 DisclosuresBroker

Michael Christiansen is a registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 26 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Coeur D'Alene, ID

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History

Regulatory History (2)
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
January 2010
Settled
Customer Dispute
May 2001
Settled
Other Business Activities

Michael operates Christiansen Wealth Management, LLC as a DBA for his LPL business, dedicating about a quarter of his time to it. He also has outside employment with Amare Global, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
January 2015 - Present · 11 yrs 9 mos
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Edward Jones
November 2006 - January 2015 · 8 yrs 2 mos
Edward JonesBroker
July 2003 - January 2015 · 11 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2000 - August 2003 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - August 2003 · 3 yrs 7 mos
State Registrations20 states
AZCACOFLIDLAMDMIMSMTNCNHNMOKPRSCTXVAWAWY
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.
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