Michael Ovsak
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 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 LLCAug 2026 to now
- BMO Bank NAAug 2026 to now
- Ameriprise Financial Services, LLCNov 2024 to Jul 2026
- UnemployedSep 2024 to Nov 2024
- Wisconsin Management CompanyJun 2024 to Aug 2024
- Wando's BarFeb 2024 to Aug 2024
- Farm2factsSep 2023 to Apr 2024
- Steenbock's On OrchardFeb 2023 to Sep 2023
- Ascent SolutionsMay 2022 to Aug 2022
- Thermo King CorpJun 2021 to Aug 2021
- University of Wisconsin-madisonAug 2020 to May 2024
- Adair Plastics Co.May 2020 to Aug 2020
- Lifetime FitnessJun 2019 to Mar 2020
- Von Hanson's MeatsApr 2018 to Aug 2018
- Jefferson High SchoolAug 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
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
- 7995673
- Firm CRD
- 6413