Catheryn
Makela

Lpl Financial LLC

CRD#6488302
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Catheryn Makela is a financial advisor who works in Grand Rapids, Michigan with 4 years of relevant experience. Makela is an employee of Lpl Financial LLC. During their career, the advisor has held roles at Jp Morgan Chase Bank, Jp Morgan Securities LLC, Flagstar Bank, Lpl and Lpl Financial LLC. Makela maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Michigan and Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on the financial services provided. However, fee types charged by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5015 E Beltline Ave Ne
Grand Rapids, MI 49525

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MI Average: $646,059,043
Total Number of Employees

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI Average: $977,396

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
  • Other

Catheryn Makela Work History

Catheryn has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2018 - 2019 (1 year)

Jp Morgan Chase Bank

2015 - 2018 (3 years)

Jp Morgan Securities LLC

2015 - 2018 (3 years)

Lpl

2014 - 2015 (1 year)

Flagstar Bank

2011 - 2014 (3 years)

Jp Morgan Chase Bank

*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 Catheryn Makela 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Stephanie Quadros
Miami, FL
William Feudale
Hazleton, PA
Philip Matherly
Fort Mill, SC
Ann Bolton
Fort Mill, SC
John Neuenswander
Salt Lake City, UT
Robert Roar
Grayson, KY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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