MB
MB

Michael Bogden

5 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Michael Bogden is a registered investment advisor at LPL Financial LLC, based in Minneapolis, MN, with 5 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.

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Location

1118 Cedar Lake Rd S, Minneapolis, MN, 55405

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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 involved with non-variable insurance through WOLD Financial, LLC since December 2021. He also owns Michael Bogden Sound Design LLC since March 2014, which is not investment related.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
May 2021 - December 2021 · 7 mos
Thrivent Investment Management INC.Broker
March 2021 - December 2021 · 9 mos
State Registrations17 states
CACOFLIAILKYMDMIMNMTNCNDNMNVSCVAWI
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.