Michael Thomas Vann
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- BMO Harris BankMar 2025 to now
- Bank of America, N.A.Nov 2024 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Feb 2025
- BMO Bank N.A.Dec 2022 to Sep 2024
- Fairway Independent Mortgage CompanyNov 2021 to Dec 2022
- Spiegel Ls/jersey Mike's Subs FranchiseDec 2019 to Nov 2021
- Jersey Mike's Subs FranchiseDec 2019 to Jan 2021
- QuiktripSep 2018 to Sep 2019
- Farmers Insurance Co.Jul 2018 to Sep 2018
- Spring Venture GroupFeb 2018 to Jul 2018
- Green River Roofing & ConstructionMar 2017 to Feb 2018
- Precision Roofing CompanyJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7991668
- Firm CRD
- 6413