Michelle
Zebrowski

Lpl Financial LLC

CRD#7113167
Investment Advisor
in Madison, WI

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About this Advisor

Michelle Zebrowski is a financial advisor who works out of Madison, Wisconsin who has 1 year of relevant experience. Zebrowski currently works for Lpl Financial LLC. Throughout their career, they have worked at Uw Credit Union, Lpl Financial LLC, Target, Morgan Stanley, Northwestern Mutual, University Of Wisconsin - Madison, O'Connell Pharmacy, The Walking Company and Bath & Body Works. Zebrowski holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Lpl Financial LLC is an advisory company based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets between its 1,688,501 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a number 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 largely vary depending on the financial services provided. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

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

278 Junction Rd.
Madison, WI 53717

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

WI Average: 13
Total Number of Accounts

1,688,501

WI Average: 661
Average Account Size

$217,956

WI 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

Michelle Zebrowski Work History

Michelle has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Lpl Financial LLC

2001 - Present (23 years)

Uw Credit Union

2019 - 2020 (1 year)

Target

2019 - 2020 (1 year)

Morgan Stanley

2019 - 2019 (< 1 year)

Northwestern Mutual

2018 - 2019 (1 year)

University Of Wisconsin - Madison

2016 - 2018 (2 years)

O'Connell Pharmacy

2014 - 2015 (1 year)

The Walking Company

2011 - 2014 (3 years)

Bath & Body Works

*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 Michelle Zebrowski 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
John Baldi
Hauppauge, NY
Mark Lechowicz
Crystal Lake, IL
Patrick Barnett
Charlotte, NC
Jasmine Bilderback
Lubbock, TX
Gianni Dinello
Pittsburgh, PA
Gregory Osborn
North Reading, MA
Brad Gauldin
Hanover, PA

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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