Emily Haberkern
Emily Haberkern is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 14 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
2950 S. State St. Ste 340, Ann Arbor, MI, 48104
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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
Emily sells life insurance, disability insurance, long-term care insurance, and fixed annuities through University Insurance Solutions LLC, dedicating a few hours per week. She is also an Investment Advisor Representative (IAR) through Evangelista & Associates and CG Advisory Services, spending about 10-20% of her time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Girard Securities, INC.
Girard Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Dominion Investor Services, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations20 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.