Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wendlandt is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1989. Michael has experience in various areas including portfolio management for individuals and businesses. Michael is a registered representative and investment advisor representative in Montana and Texas. Michael's past work experience includes Commonwealth Financial Network, Securities America, Inc. and Royal Alliance Associates, Inc.
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
MT
06/23/2023 - Present
LPL Financial LLC (COLUMBUS MT)
MT
08/17/2018 - 07/11/2023
COMMONWEALTH FINANCIAL NETWORK (Columbus MT)
MT
09/10/2009 - 08/17/2018
SECURITIES AMERICA, INC. (BILLINGS MT)
MT
01/17/2003 - 09/14/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BILLINGS MT)
TX
06/10/1999 - 01/17/2003
NFP SECURITIES, INC. (AUSTIN TX)
AZ
04/19/1996 - 06/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
06/14/1989 - 05/15/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/14/1989 - 05/15/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/01/1989 - 09/11/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/01/1989 - 09/11/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1991
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Wendlandt is the right advisor for you? Invested Better is here to help.
