Mitchell Griep
Mitchell Griep is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edina, MN, 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
5201 Eden Ave Ste 300, Edina, MN, 55436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchell sells life, long-term care, and disability insurance through Modern Life Insurance Company, dedicating a few hours per week. He also has a business entity, MRG Advising CO, for tax/investment purposes and Pinnacle Trail Wealth Management, LLC as a DBA for his LPL business, taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Birch Cove Group, LTD.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Level Four Advisory Services
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations9 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.