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CFP
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CFP

Marie Henrichs

LPL Financial LLC
20 Years of Experience
Maple Grove, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Marie Henrichs is a CFP-designated registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 20 years of industry experience. Marie 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11272 86th Ave N., Suite B, Maple Grove, MN, 55369

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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

Marie operates under Henrichs Financial Group, LLC and M2 Financial Group as DBAs for her LPL business, dedicating about half her time to each. She also sells non-variable insurance and is a borrower of a loan.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Osaic Wealth, INC.
April 2023 - February 2024 · 10 mos
Royal Alliance Associates, INC.
March 2022 - March 2022 · 0 mos
Financial Dimensions Group, INC.
May 2021 - February 2024 · 2 yrs 9 mos
Osaic Wealth, INC.Broker
March 2020 - February 2024 · 3 yrs 11 mos
Sagepoint Financial, INC.Broker
December 2010 - January 2020 · 9 yrs 1 mo
Royal Alliance Associates, INC.Broker
May 2006 - December 2010 · 4 yrs 7 mos
State Registrations9 states
AZCAFLIAMNMTOHTXWI
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.
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