Michael Sisney is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 21 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
3310 E. Sunshine, Springfield, MO, 65804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs "Wealth and Investment Services" and "417Wealth" for his LPL business. He is also a Senior Vice President and Mortgage Loan Officer at State Bank of Southwest Missouri, and owns Sooner Properties, LLC for real estate rental; he dedicates full-time hours to 417 Wealth & Investment Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations19 states
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