Brian Machiela is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grandville, MI, with 16 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
4249 Pkwy Pl SW, Suite B, Grandville, MI, 49418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates under the DBA Plan It Financial Group for his LPL business since April 2021. He also owns MachWest LLC, an LLC for hunting land, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations13 states
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