Unclaimed
Michael Casimir Spleet is a financial advisor at LPL Financial LLC based in Grand Blanc, Michigan. Michael has been in the industry since 1993. He is a Series 6, 63, and SIE licensed professional. Michael has worked at several firms including Purshe Kaplan Sterling Investments and Michigan Securities, Inc. Michael has worked at LPL Financial LLC since October 2023. His previous experience includes working at AIG Financial Advisors, Inc. and Sigma Financial Corporation. Michael is a specialist in providing financial advice and investment services to clients, with a focus on portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/19/2023 - Present
LPL Financial LLC (GRAND BLANC MI)
MI
06/17/2020 - 09/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Grand Blanc MI)
MI
11/21/2007 - 07/15/2020
MICHIGAN SECURITIES, INC. (GRAND BLANC MI)
MI
09/15/2006 - 10/23/2007
AIG FINANCIAL ADVISORS, INC. (FLINT MI)
MI
11/02/1994 - 09/19/2006
SIGMA FINANCIAL CORPORATION (FLINT MI)
WI
10/06/1993 - 11/07/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/06/1993 - 11/07/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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