Michael Lindemann
Michael Lindemann is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, 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
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
101 Bullitt Lane, Suite 201, Louisville, KY, 40222
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Michael operates under Sequoia Advisor Group as a DBA for his LPL business. He is also an agent selling term insurance through Sequoia Advisor Group, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations23 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.