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Michelle Schini Haneline

LPl Financial LLC

Coeur D'ALene, ID

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-09-13
  • ID RA
    APPROVED
    Since 2024-09-13

Branch Locations

2100 Northwest Blvd, Suite 400, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Magnuson, Mchugh & Co., P.A. Coeur D Alene ID 07/1995 Present
1St Global Advisors, Inc. Coeur D Alene ID 09/2016 10/2019
1St Global Capital Corp. Coeur D Alene ID 09/2016 10/2019
Avantax Advisory Services Coeur D Alene ID 10/2019 03/2024
Avantax Investment Services, Inc. Coeur D Alene ID 10/2019 03/2024
Magnuson, Mchugh, Dougherty Cpas Coeur D Alene ID 01/2023 Present
Lpl Financial, Llc Coeur D Alene ID 09/2024 Present
  • 07/1995 → Present
    Magnuson, Mchugh & Co., P.A.
    Coeur D Alene, ID
  • 09/2016 → 10/2019
    1St Global Advisors, Inc.
    Coeur D Alene, ID
  • 09/2016 → 10/2019
    1St Global Capital Corp.
    Coeur D Alene, ID
  • 10/2019 → 03/2024
    Avantax Advisory Services
    Coeur D Alene, ID
  • 10/2019 → 03/2024
    Avantax Investment Services, Inc.
    Coeur D Alene, ID
  • 01/2023 → Present
    Magnuson, Mchugh, Dougherty Cpas
    Coeur D Alene, ID
  • 09/2024 → Present
    Coeur D Alene, ID
Previous Registrations
  • 2019-10-25 → 2024-04-01
    Avantax Advisory Services
    Irving, TX
  • 2017-12-04 → 2019-10-25
    1St Global Advisors Inc
    Coeur D Alene, ID
Other Businesses

1- 09/2024 / Magnuson, McHugh & Co., P.A. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Coeur d Alene, ID / Start date: 07/05/1995 2- 01/16/2025- MMD Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 10 hours per month/ during trading 3- 02/26/2025 - Magnuson, McHugh, Dougherty CPAs, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/2023 - 30 Hrs/Mth - 30 Hrs During Trading. 4- 02/26/2025 - MM&Co Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2017 - 10 Hrs/Mth - 10 Hrs During Trading. 5- 02/13/2025 - CP-3102 PC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/01/2025 - 30 Hrs/Mth - 30 Hrs During Trading. 6- 12/03/2025 - Magnuson McHugh Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 01/01/2017 - 10 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04
Other Names
  • Michelle Schini Mitchell
  • Michelle Renee Vetrano
  • Michelle Renee Schini
  • Mikki Schini

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