Michael Nathan Paulson
Investment adviser representative at LPL Financial LLC
9 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
9 years in the industry.
- LPL Financial, LLCJun 2021 to now
- Franken for IowaJul 2022 to Nov 2022
- Windsor Financial GroupMay 2022 to Jul 2022
- Iowa State House of RepresentativesJan 2022 to Apr 2022
- Des Moines Public SchoolSep 2021 to May 2022
- Drake UniversityAug 2021 to May 2022
- Windsor Financial GroupJan 2021 to Aug 2021
- UnemployedNov 2020 to Jan 2021
- Brandon Woodard for KansasJun 2020 to Nov 2020
- Cole Fine for State HouseJun 2020 to Nov 2020
- UnemployedMar 2020 to Jun 2020
- Pete for AmericaJun 2019 to Mar 2020
- Tom Niermann for CongressMay 2018 to Aug 2018
- Drake UniversityAug 2017 to May 2019
- UnemployedMay 2017 to Aug 2017
- Olathe Northwest High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7390191
- Firm CRD
- 6413