Michael Stieglitz
Michael Stieglitz is a registered investment advisor at LPL Financial LLC, based in Sparta, NJ, with 23 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
336 Sparta Ave, Sparta, NJ, 07871
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Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Michael operates CKW Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also sells life, disability insurance, and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
PFS Investments INC.Broker
State Registrations22 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.