Michael Verstegen
Michael Verstegen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kimberly, WI, with 25 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
707 Cobblestone Lane, Kimberly, WI, 54136
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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 Registrations26 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.