Michael Haman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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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
8025 Eiger Dr Ste 100, Lincoln, NE, 68516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved with KACA Corp for tax/investment purposes, works at 37 Tax, Inc. doing tax preparation and accounting, and has a DBA for his LPL business called 37 Wealth. He also owns a financial education website, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations31 states
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