Michael
Bennett

Lpl Financial LLC

CRD#1633152
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Michael Bennett is a financial advisor based in Salt Lake City, Utah, working with Lpl Financial LLC. Michael has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers, Capitol Hill Kiwanis, Slwr LLC, and Lpl Financial, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, Maryland, Texas, Utah, and Wyoming. Currently, Michael is part of Lpl Financial LLC, which operates out of Salt Lake City, Utah. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

488 E Winchester St Ste 400
Salt Lake City, UT 84107

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

UT Average: 13
Total Number of Accounts

1,910,545

UT Average: 661
Average Account Size

$242,588

UT 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 Bennett Work History

2021 - Present (3 years)

Lpl Financial, LLC

2019 - Present (5 years)

Slwr LLC

2012 - Present (12 years)

Capitol Hill Kiwanis

1991 - 2021 (30 years)

Various Insurance Carriers

1987 - 2021 (34 years)

Waddell & Reed, Inc

Disclosures

Please visit the SEC profile of Michael Bennett 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
Ronald Cornelison
Corvallis, OR
Andrew Tran
Tampa, FL
Nicole Wilson
Glen Arm, MD
Tyler Zavala
Peoria, AZ
David Wiley
La Jolla, CA
Kedishia Grant
Fort Mill, SC
Meghan Clancy
Hollywood, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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