Lake
Michotte

Fidelity Personal And Workplace Advisors

CRD#7176679
Investment Advisor
in Englewood, CO

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About this Advisor

Lake Michotte is a financial advisor based in Englewood, Colorado, working with Fidelity Personal And Workplace Advisors. Lake has previously held positions at Hire Right, Janus Management Holdings Corp, Janus Henderson Distributors, Cheesecake Factory, Troon Golf- The Ridge At Castle Pines North, Erickson Living- Windcrest, School, and Fidelity Investments. Lake has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Lake is part of Fidelity Personal And Workplace Advisors, which operates out of Englewood, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

CO Average: $16,012,751,954
Total Number of Employees

15,424

CO Average: 118
Total Number of Accounts

1,991,043

CO Average: 4,567
Average Account Size

$411,230

CO Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Lake Michotte Work History

2020 - Present (5 years)

Fidelity Investments

2020 - 2020 (< 1 year)

Janus Management Holdings Corp

2020 - 2020 (< 1 year)

Janus Henderson Distributors

2019 - 2020 (1 year)

Hire Right

2018 - 2018 (< 1 year)

Cheesecake Factory

2016 - 2016 (< 1 year)

Troon Golf- The Ridge At Castle Pines North

2016 - 2018 (2 years)

School

2015 - 2016 (1 year)

School

2013 - 2015 (2 years)

Erickson Living- Windcrest

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lake Michotte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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