DM
DM

Drew Mikel

2 Years of Experience
Westville, IN
Broker

Drew Mikel is a registered investment advisor at LPL Financial LLC, based in Westville, IN, with 2 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

501 North Flynn Road, Westville, IN, 46391

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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 Activities

Drew works as a notary, and is employed at Brown Funeral Home & Cremation Services and Blue Heron at Blackthorn Event Center, spending about 10-20% of his time at each. He also works for 1st Source Asset Advisors as a DBA for LPL business, dedicating about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
February 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations8 states
FLILINMINCOHTXWI
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.
Drew Mikel - Financial Advisor | TrueAdvisor