Michaela Kowatch
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- Morgan Stanley Smith Barney LLCFeb 2022 to Apr 2025
- Raymond James & Associates, Inc.Oct 2020 to Feb 2022
- Wells Fargo Advisors Financial Network, LccNov 2018 to Aug 2020
- Riv AthleticsSep 2018 to Mar 2019
- OrangetheoryOct 2017 to Aug 2018
- Unfinished AthleticsFeb 2017 to Nov 2018
- La FitnessMar 2016 to Feb 2018
- CollegeAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
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
- 7047032
- Firm CRD
- 6413