Michael Verstegen
Michael Verstegen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kimberly, WI, 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
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
707 Cobblestone Lane, Kimberly, WI, 54136
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Michael works with PDI Financial providing life insurance, long-term care, and fixed annuities, dedicating about 10-20% of his time to this. He also operates Vandenboom Verstegen Wealth Management and Vanden Boom Verstegen Properties LLC, spending full-time hours on the latter. Finally, Michael serves as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
Morgan Stanley Dw INC.Broker
Financial Network Investment CorporationBroker
State Registrations27 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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