Michael Trudeau
Michael Trudeau is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lino Lakes, MN, with 17 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6687 Blue Heron Dr., Lino Lakes, MN, 55014
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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
Michael is involved in several outside business activities. He is a board member at SMW Federal Credit Union, an insurance agent, a registered representative with LPL Financial LLC, co-owner of Edgewater Team LLC and MTO Properties LLC, and an investment advisor representative with Strategic Wealth Group Registered Investment Advisors, LLC.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations6 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.
Exams
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