Lpl Financial LLC

Investment Advisor
in Utica, MI

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About this Advisor

Michael Clancy is a financial advisor working out of Utica, Michigan, with a total of 11 years of work experience. Clancy currently works for Lpl Financial LLC. Throughout their career, they have worked at Lpl Financial LLC and Cia Financial Group/Fka Cia Insurance And Financial Group. Clancy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Michigan. Lpl Financial LLC is a financial advisory company that has its headquarters in Utica, Michigan. It has offices in 9,519 locations and a total of 23,035 financial advisors. It manages $208 billion in assets under management across its 892,326 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC has a broad assortment 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, educational seminars and other services. Financial management fees are based on which services the firm provides the client. Fees billed by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

45656 Village Blvd
Utica, MI 48315-6070

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


MI Average: 13
Total Number of Accounts


MI Average: 661
Average Account Size


MI Average: $977,396

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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

Michael Clancy Work History

Michael has 11 years of experience.

2009 - Present (12 years)

Lpl Financial LLC

2009 - 2010 (1 year)

Cia Financial Group/Fka Cia Insurance And Financial Group


Michael Clancy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Soto
Lindenhurst, NY
Alexandra Chiklakis
Fort Myers, FL
Wendi Svitak
Geneva, IL
Tyler Romney
Vernal, UT
John Moon
Peoria, IL
Nathan Richter
Minneapolis, MN
Dodi Vicknair
La Place, LA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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