Gregory
Mikesell

Lpl Financial LLC

CRD#1479438
Investment Advisor
in Toledo, OH

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About this Advisor

Gregory Mikesell is a financial advisor operating in Toledo, Ohio. Mikesell currently works for Lpl Financial LLC. During their career, Mikesell has held roles at Minnesota Life, Securian Financial Services, Inc, Financial Design Group and Lpl Financial LLC. Mikesell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Lpl Financial LLC is an advisory company headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets under management across its 1,688,501 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. The firm provides a broad array 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. Fees charged by financial advisors largely vary depending on which service is offered. Fee types billed by Lpl Financial LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

3230 Central Park West Ste 100
Toledo, OH 43617

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH 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

Gregory Mikesell Work History

Gregory has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Lpl Financial LLC

2000 - Present (24 years)

Financial Design Group

2000 - 2022 (22 years)

Minnesota Life

2000 - 2022 (22 years)

Securian Financial Services, Inc

*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 Gregory Mikesell 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
Brandi Hoover
Hattiesburg, MS
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Rebecca Chiccino
Charlestown, MA
Tracy Marlin
Newport Beach, CA
James Mullen
The Villages, FL
Gregory Horn
Lawrenceburg, IN

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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