Unclaimed
Michael David Trnka is a financial advisor at LPL Financial LLC based in Waite Park, MN. Michael has been in the financial services industry since August 2001 and is registered in Minnesota, North Dakota, Arizona, Florida, Kansas, and North Dakota as a Registered Representative and Investment Advisor Representative. Prior to joining LPL Financial LLC, Michael was affiliated with OSAIC WEALTH, INC. in Waite Park, MN and Raymond James Financial Services, Inc. in St Cloud, MN. Michael is a Series 7, Series 66, and SIE licensed professional.
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
MN
10/09/2023 - Present
LPL Financial LLC (WAITE PARK MN)
MN
11/21/2014 - 10/05/2023
OSAIC WEALTH, INC. (WAITE PARK MN)
MN
08/07/2009 - 12/02/2014
LPL FINANCIAL LLC (ST CLOUD MN)
MN
08/06/2009 - 08/07/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST CLOUD MN)
MN
01/30/2003 - 08/07/2009
INVEST FINANCIAL CORPORATION (ST. CLOUD MN)
WI
07/09/2001 - 12/31/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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