Michael
Egermier

Lpl Financial LLC

CRD#4464337
Investment Advisor
in Omaha, NE

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About this Advisor

Michael Egermier is a certified financial planner who works in Omaha, Nebraska with 17 years of relevant experience. Egermier currently works for Lpl Financial LLC. They have spent their complete career at Lpl Financial Llc. Egermier has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Nebraska and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a wide array 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. Financial advisory fees usually are based on the financial services offered. However, fee types charged by Lpl Financial LLC likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 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

15606 Elm St, Ste 103
Omaha, NE 68130

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NE Average: 13
Total Number of Accounts

1,688,501

NE Average: 661
Average Account Size

$217,956

NE 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

Michael Egermier Work History

Michael has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Lpl Financial LLC

*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 Egermier 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
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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