Michael Kowal is a registered investment advisor at LPL Financial LLC, based in Avon, OH, 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
Avon, OH
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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 operates APPLIED ASSET MANAGEMENT LLC as a DBA for his LPL business since 2013. He also works for MY MEDICHOICE NETWORK LLC DBA MY MEDICARE NETWORK DBA: MediQuote, an insurance agency, since 2018, dedicating about a third of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations10 states
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