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Michael T Huerstel

LPL Financial LLC

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About Michael T Huerstel

Michael Huerstel is a financial advisor based in Mandeville, LA. He is currently registered with LPL Financial LLC, a firm with a strong reputation for providing financial advice and services to individuals and businesses. Michael has over 15 years of experience in the financial industry, having previously worked with Morgan Keegan & Company, Inc., MML Investors Services, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. His diverse background allows him to provide a comprehensive range of financial solutions, from investment management and financial planning to insurance and retirement planning. Michael holds a Series 6 license and has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. He is dedicated to helping his clients achieve their financial goals and has a proven track record of success.

Firm Information

Michael Huerstel 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 Huerstel’s Registration & Firm History

LA

09/09/2022 - Present

LPL Financial LLC (MANDEVILLE LA)

TN

04/04/2008 - 12/31/2009

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

LA

11/14/2006 - 03/17/2008

MML INVESTORS SERVICES, INC. (NEW ORLEANS LA)

LA

07/06/2005 - 08/28/2006

CHASE INVESTMENT SERVICES CORP. (MARRERO LA)

IL

06/10/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/09/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/17/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael T Huerstel.
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