Michael Monson
Michael Monson is a registered investment advisor at LPL Financial LLC, based in Princeton, MN, with 23 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
202 South Rum River Drive, Princeton, MN, 55371
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
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.