Michael Joseph Broker
Investment adviser representative at Trilogy Capital, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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
- Pension consulting
Experience
19 years in the industry.
- Trilogy Capital, Inc.Nov 2015 to now
- Trilogy Financial ServicesNov 2008 to now
- LPL Financial LLCNov 2017 to Mar 2026
- National Planning CorporationDec 2007 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
Trilogy Capital, Inc.
$3.2BAssets managed
8,388Clients
72Advisers
10 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
- 5460732
- Firm CRD
- 281597