MH
MH

Michael Hastings

14 Years of Experience
Evansville, IN
BrokerSells Insurance

Michael Hastings is a registered investment advisor at Equitable Advisors, LLC, based in Evansville, IN, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

4918 Temple Avenue, Suite C, Evansville, IN, 47715

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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 a field representative for United Health Insurance, focusing on Medicare, since 2010, dedicating a few hours per week. He also works as a referee and umpire for Indiana High School Sports since 2006, spending about 10-20% of his time.

Employment History
Current Registrations
Equitable Advisors, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Equitable Advisors, LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Madison Avenue Securities, LLC
October 2019 - July 2020 · 9 mos
Madison Avenue Securities, LLCBroker
September 2019 - July 2020 · 10 mos
USA Financial Securities CorporationBroker
January 2018 - September 2019 · 1 yr 8 mos
USA Financial Securities Corporation
January 2018 - September 2019 · 1 yr 8 mos
Securian Financial Services, INC.
February 2016 - January 2018 · 1 yr 11 mos
Securian Financial Services, INC.Broker
February 2016 - January 2018 · 1 yr 11 mos
LPL Financial LLC
November 2013 - October 2015 · 1 yr 11 mos
LPL Financial LLCBroker
June 2013 - October 2015 · 2 yrs 4 mos
Allstate Financial Services, LLCBroker
November 2010 - June 2013 · 2 yrs 7 mos
State Registrations4 states
FLINKYME
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.