Michael
Lobeck
Equitable Advisors, LLC
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About this Advisor
Michael Lobeck is a financial advisor who works in Indianapolis, Indiana who has 2 years of industry experience. Lobeck currently works for Equitable Advisors, LLC. Over the course of their career, they have held roles at Harbour Investments, Inc, Raymond James & Associate, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Centier Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Notre Dame Federal Credit Union, Lpl Financial LLC and Equitable Advisors LLC. Lobeck maintains Series 65, Series 63 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Connecticut, Florida, Illinois, Indiana and Michigan. Equitable Advisors, LLC is an advisory company headquartered in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It administers $25 billion in assets under management among its 75,222 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on the services provided. However, fees billed by Equitable Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Lobeck Work History
Michael has been registered as a financial advisor for 2 years.*
Equitable Advisors LLC
Notre Dame Federal Credit Union
Lpl Financial LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Centier Bank
Harbour Investments, Inc
Raymond James & Associate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Lobeck 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 Equitable Advisors, LLC
Falls Church, VA
New York, NY
Stamford, CT
Mount Pleasant, SC
Trussville, AL
Houston, TX
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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