Michael
Preisz

Lpl Financial LLC

CRD#1722796
Investment Advisor
in Portland, OR
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About this Advisor

Michael Preisz is a certified financial planner in Portland, Oregon. Currently a registered advisor with Lpl Financial LLC, Preisz has a notable 27 years of experience as a financial advisor. Preisz holds a Series 63 license, certifying the advisor as a securities broker. Preisz is able to advise investors based out of Maine. Their career trajectory has included roles at Lpl Financial, LLC, Self Employed / Preisz Associates and Mutual Service Corporation. Lpl Financial LLC is headquartered in Portland, Oregon, and has 8,011 other brick-and-mortar locations throughout the United States. Overall, Lpl Financial LLC manages $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 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

Disclosures

Yes

Office Location

4525 Sw Condor Ave
Portland, OR 97239-4061

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

OR Average: $16,012,751,954
Total Number of Employees

22,790

OR Average: 118
Total Number of Accounts

786,525

OR Average: 4,567
Average Account Size

$202,281

OR Average: $3,506,186

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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 Preisz Work History

Michael has 27 years of experience.

2009 - Present (10 years)

Lpl Financial, LLC

1991 - Present (28 years)

Self Employed / Preisz Associates

1993 - 2009 (16 years)

Mutual Service Corporation

Disclosures

Michael Preisz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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