MF
MF

Michael Fiammetta

13 Years of Experience
Lees Summit, MO
Broker

Michael Fiammetta is a registered investment advisor at LPL Financial LLC, based in Lees Summit, MO, with 13 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.

Loading...

Location

16 SE 3rd St, Lees Summit, MO, 64063

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael operates his LPL business under the DBA 4 Generations Wealth Management and owns rental real estate. He also uses Wealth 4 Life Inc. as a business entity for tax/investment purposes, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Hartford Funds Distributors, LLCBroker
December 2012 - May 2023 · 10 yrs 5 mos
Hartford Life Distributors, LLCBroker
September 2012 - December 2012 · 3 mos
State Registrations36 states
AKALARAZCACODCFLGAIAILINKSKYLAMAMDMIMNMONCNDNENJOHOKPASCSDTNTXUTVAWAWIWY
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.