Michael Bins
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Cetera Investment Advisers LLCJun 2023 to Jan 2026
- Cetera Wealth Services, LLCMar 2022 to Jan 2026
- Sunberg Capital PartnersMar 2022 to Oct 2024
- Mb Squared LLCNov 2020 to Jun 2023
- Travelers InsuranceJul 2016 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7513645
- Firm CRD
- 6413