Michael Boss is a registered investment advisor at LPL Financial LLC, based in Shelby, 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
Shelby, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the sole owner of his family's farming operation, dedicating about 10-20% of his time. He also operates under the DBA Generations Financial for his LPL business and serves as a County Commissioner, dedicating a few hours per week to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 states
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