Michael Menninger
Michael Menninger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Trooper, PA, with 25 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
820 Adams Ave Suite 100, Trooper, PA, 19403
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates his LPL business through Menninger & Associates, INC, dedicating full-time hours to it. He also sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
New England SecuritiesBroker
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
Princor Financial Services CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
More Advisors
- Kyle Ryan, CFP, ChFCLPL Financial LLC