Unclaimed
Mike Vanden berge is a financial advisor who has been in the industry for over 20 years. Mike is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™ and has experience in providing financial planning and investment advice. Mike is currently registered with LPL Financial LLC and has been with the firm since 2008. Before that, Mike worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mike is also registered as an Investment Advisor Representative in the states of California, Idaho, and Washington.
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.
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2
WA
11/14/2008 - Present
LPL Financial LLC (SPOKANE WA)
WA
09/05/2001 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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