Michelle Renee Gascoigne
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
25 years in the industry.
- LPL Financial LLCMay 2022 to now
- Frandsen Bank & TrustMay 2022 to now
- Cetera Investment Advisers LLCJan 2014 to May 2022
- Cetera Investment Services LLCJul 2010 to May 2022
- Bank of Zumbrota (acquired By Frandsen Bank & Trust)Sep 2001 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4351597
- Firm CRD
- 6413