Unclaimed
Michael Kennedy is a financial advisor with over 30 years of experience in the industry. Michael is a registered representative and investment advisor representative with LPL Financial LLC. Michael holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Michael has previously been registered with Investment Centers of America, Inc. and American Express Financial Advisors Inc. Michael is dedicated to helping clients reach their financial goals.
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
04/20/2022 - Present
LPL Financial LLC (SAUK CENTRE MN)
MN
05/18/1995 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (SAUK CENTRE MN)
MN
04/05/1990 - 06/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/05/1990 - 06/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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