MC
MC

Michael Chiodini

25 Years of Experience
St Louis, MO
BrokerSells Insurance

Michael Chiodini is a registered investment advisor at LPL Financial LLC, based in St Louis, MO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

St Louis, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a DBA for LPL Business through Chiodini Financial Group LLC since 2016 and acts as a fiduciary/trustee for OBRA 93 Trust. He also engages in non-variable insurance activities and public speaking, dedicating a few hours per week to the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Sii Investments, INC.
July 2016 - February 2018 · 1 yr 7 mos
Sii Investments, INC.Broker
July 2016 - February 2018 · 1 yr 7 mos
Metlife Securities INC.
April 2007 - July 2016 · 9 yrs 3 mos
Msi Financial Services, INC.Broker
March 2007 - July 2016 · 9 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
Prudential Financial Planning Services
March 2003 - April 2007 · 4 yrs 1 mo
Pruco Securities, LLC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Prudential Securities Incorporated
January 2002 - March 2003 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
January 2001 - March 2003 · 2 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
July 2000 - December 2000 · 5 mos
State Registrations9 states
AZCOFLGAILINMOOKTX
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.