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Michael Bus

14 Years of Experience
Poulsbo, WA
BrokerSells Insurance

Michael Bus is a registered investment advisor at LPL Financial LLC, based in Poulsbo, WA, 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
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

19225 8th Ave NE Ste 201, Poulsbo, WA, 98370

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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 is involved in several business activities, including PNW Financial LLC, PNW Financial, Inc., PNW Financial Corporation, PNW Financial Investments, and PNW Financial Benefits & Insurance. He also serves as a councilmember for the City of Mountlake Terrace and owns another business entity, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Prudential Financial Planning Services
August 2013 - December 2017 · 4 yrs 4 mos
Pruco Securities, LLC.Broker
July 2011 - December 2017 · 6 yrs 5 mos
State Registrations10 states
ALAZCACOFLNJNYORUTWA
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.
Michael Bus - Financial Advisor | TrueAdvisor