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Michael Herbert Menninger

LPL Financial LLC

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About Michael Herbert Menninger

Michael Menninger is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry for over 22 years. Michael holds the Series 66, Series 7, and SIE licenses. Michael is a Certified Financial Planner. Michael has previous experience with firms such as Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., Wachovia Securities, LLC, Commerce Capital Markets, Inc., New England Securities, Hornor, Townsend & Kent, Inc., Princor Financial Services Corporation, and AXA Advisors, LLC. Michael is registered to conduct business in multiple states including Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wisconsin.

Firm Information

Michael Menninger is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Menninger’s Registration & Firm History

PA

11/28/2022 - Present

LPL Financial LLC (TROOPER PA)

PA

06/09/2021 - 11/29/2022

CETERA ADVISOR NETWORKS LLC (TROOPER PA)

PA

01/26/2007 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (FEASTERVILLE PA)

PA

01/30/2006 - 01/24/2007

WACHOVIA SECURITIES, LLC (NORRISTOWN PA)

PA

04/02/2004 - 01/25/2006

COMMERCE CAPITAL MARKETS, INC. (KING OF PRUSSIA PA)

NY

09/19/2003 - 03/30/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

PA

08/11/2003 - 09/10/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

06/19/2003 - 07/07/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

IA

08/05/2002 - 04/15/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

08/22/2000 - 08/01/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Herbert Menninger.
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