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Michael Barancyk

24 Years of Experience
Crown Point, IN
2 DisclosuresBrokerSells Insurance

Michael Barancyk is a registered investment advisor at LPL Financial LLC, based in Crown Point, IN, with 24 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

55 W 94th Pl, Crown Point, IN, 46307

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2015
Customer Dispute
June 2012
Settled
Other Business ActivitiesSells Insurance

Michael co-owns Oak Partners LLC, a real estate rental business, since 2007. He also sells life insurance (term and universal) through Payne Insurance, and dedicates minimal time to real estate rental and Oak Partners, Inc.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 7 mos
Previous Registrations
Sii Investments, INC.
March 2002 - February 2018 · 15 yrs 11 mos
Sii Investments, INC.Broker
February 2002 - February 2018 · 16 yrs
State Registrations31 states
ARAZCACOCTFLGAIAILINKSKYMIMNMOMSNCNDNENMNYOHPARISCSDTNTXVAWAWI
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.