MM
CFP
MM
CFP

Matthew Mieske

25 Years of Experience
Freeland, MI
BrokerSells Insurance

Matthew Mieske is a CFP-designated registered investment advisor at LPL Financial LLC, based in Freeland, MI, 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

10344 Thor Drive, Suite A, Freeland, MI, 48623

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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

Matthew is involved in several outside business activities, including independent insurance sales since 2001, acting as a trustee for the Mieske Family Trust, and participating in a baseball card show. He also does color commentary for the Great Lakes Loons and is involved with the MLBPAA's Bat Syndicated Endorsement Program.

Employment History
Current Registrations
LPL Financial LLC
September 2010 - Present · 15 yrs 8 mos
LPL Financial LLCBroker
March 2001 - Present · 25 yrs 2 mos
State Registrations30 states
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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.