Michelle Lee Wagner
Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
39 years in the industry.
- LPL Financial LLCMay 2024 to now
- Mwm Tax SolutionsMay 2021 to now
- Maxima Wealth ManagementApr 2015 to now
- Air Force ReservesMar 1987 to now
- Crown Capital Securities, LPJul 2003 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2403647
- Firm CRD
- 6413