Michael Egermier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 22 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
15606 Elm St, Ste 103, Omaha, NE, 68130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the business names Egermier Wealth Management Group and Egermier Group Wealth Management as DBAs for his LPL business. He also has a business entity called Oakmark Properties, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
State Registrations23 states
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