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Michael J Barenie

Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered 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.

  1. LPL Financial, LLCJun 2025 to now
  2. Oak Partners, Inc.Jun 2025 to now
  3. Edward JonesFeb 2025 to Jun 2025
  4. WilsonOct 2024 to Feb 2025
  5. UnemployedMar 2024 to Oct 2024
  6. TopblocSep 2017 to Mar 2024
  7. BrooksourceJun 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
8037492
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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