MH
CFP
MH
CFP

Michael Hackler

17 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Michael Hackler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4021 W.E. Heck Court, Suite D3, Baton Rouge, LA, 70816

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael operates his LPL business through Cornerstone Wealth, LLC. He also engages in non-variable insurance activities, both related to his investment business.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
August 2019 - December 2022 · 3 yrs 4 mos
Cetera Advisors LLCBroker
August 2019 - December 2022 · 3 yrs 4 mos
LPL Financial LLC
May 2010 - August 2019 · 9 yrs 3 mos
LPL Financial LLCBroker
July 2008 - August 2019 · 11 yrs 1 mo
State Registrations8 states
ALARCOFLKSLAMDTX
AdvisorBrokerBoth

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
No exam information available for this advisor.