Michael Louis Tacchella

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

• 12/2015 → 11/2018
  Signator Investors, Inc.
  Holland, MI
• 11/2018 → 08/2024
  Osaic Wealth, Inc.
  Holland, MI
• 08/2024 → Present
  Lpl Financial Llc
  Zeeland, MI

Previous Registrations

• 2018-11-02 → 2024-08-07
  Osaic Wealth, Inc.
  Zeeland, MI
  Nashville, TN
• 2015-12-28 → 2018-11-02
  Signator Investors, Inc.
  Bellevue, WA
  Holland, MI
  Nashville, TN
  Gold River, CA
• 2011-08-04 → 2015-12-28
  Signator Financial Services, Inc.
  Bellevue, WA
  Holland, MI
• 2010-05-28 → 2011-08-05
  Eagle Strategies Llc

Other Businesses

1- 07/2024 / MICHAEL TACCHELLA LTD / Business Entity For Tax/Investment Purposes Only / Non Inv Related / 4 hrs mnth / 1 hr during trading / start 08/01/2011 2- 07/2024 / Non-Variable Insurance / Inv Related / 1 hrs mnth / 1 hr during trading / at loc / start 08/01/2005 3- 07/2024 / COLLABORATIVE WEALTH STRATEGIES / DBA for LPL Business (entity for LPL business) / Inv Related / at loc / start 08/01/2011 4- 06/15/2026 - Real Estate Investment - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Rathdrum, ID - Start Date 07/01/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2008-07-23
• S63 Uniform Securities Agent State Law Examination
  2005-08-03

Other Names

• Mike Louis Tacchella