Mitchell
Rask

Lpl Financial LLC

CRD#3080495
Investment Advisor
in Portland, OR

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About this Advisor

Mitchell Rask is a financial advisor working in Portland, Oregon with 3 years of relevant experience. Rask is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Rask Enterprises, LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors Financial Network, LLC and Lpl Financial, LLC. Rask maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon and Texas. Lpl Financial LLC is a registered investment firm based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets between its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC provides a number 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 largely depend on which services the firm provides the client. Fees billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

7185 Sw Sandburg St. Suite 200
Portland, OR 97223

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OR Average: 13
Total Number of Accounts

1,688,501

OR Average: 661
Average Account Size

$217,956

OR 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

Mitchell Rask Work History

Mitchell has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

1993 - Present (31 years)

Rask Enterprises, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2020 (5 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2008 - 2015 (7 years)

Morgan Stanley

*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 Mitchell Rask 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
Joseph Praino
Purchase, NY
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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