Michael Cason
Michael Cason is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 50 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
1211 W. 22nd St, Suite 209, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Michael operates under several DBAs for his LPL business and RIA, including Prairie Sky Financial Group. He also owns MJC Management LLC for tax/investment purposes and real estate rental, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prairie Sky Financial Group
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 states
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.