Michelle Haneline is a registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 8 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
2100 Northwest Blvd, Suite 400, Coeur D'Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is involved in several business activities, including Magnuson, McHugh & Co., P.A. since 1995, MMD Wealth Management, LLC and MM&Co Wealth Management, LLC as DBAs for LPL business, Magnuson, McHugh, Dougherty CPAs, LLC for tax preparation/accounting, and CP-3102 PC. These activities involve investment-related work and tax/investment purposes, taking about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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.