Michelle Renee Gascoigne

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 05/2022
  Bank Of Zumbrota (Acquired By Frandsen Bank & Trust)
  Zumbrota, MN
• 07/2010 → 05/2022
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 05/2022
  Cetera Investment Advisers Llc
  Zumbrota, MN
• 05/2022 → Present
  Frandsen Bank & Trust
  Zumbrota, MN
• 05/2022 → Present
  Lpl Financial Llc
  Zumbrota, MN

Previous Registrations

• 2014-01-21 → 2022-05-06
  Cetera Investment Advisers Llc
  Zumbrota, MN
• 2014-01-09 → 2014-01-21
  Cetera Investment Services Llc
  Zumbrota, MN
  Pine Island, MN

Other Businesses

1) 5/2022- Frandsen Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 5/2022- Michelle Gascoigne- notary- inv. related-Cannon Falls, MN- start dae 2001- 1hr/mth 3) 09/09/2022 - Cetera - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 08/20/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 4) 10/20/2022 - SBG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/20/2022 - 1 Hour Per Month/1 Hour During Securities Trading 5) 08/22/2023 - Frandsen General agency - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/27/2023 - 3 Hours Per Month/ 2 Hours During Trading 6) 09/09/2024 - Isagenix - Other - retail nutrition - Not Investment Related - Home Based - Start Date 04/01/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-06-29

Other Names

• Michelle Renee Appel