Michael Joseph Jennings

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

• 08/2015 → 03/2018
  Lpl Financial, Llc
  Shelby Twp, MI
• 03/2018 → 01/2024
  Infinex Investments, Inc.
  Meriden, CT
• 03/2018 → Present
  Flagstar Bank
  Sterling Heights, MI
• 02/2024 → Present
  Lpl Financial
  Sterling Heights, MI

Previous Registrations

• 2018-03-14 → 2024-02-01
  Osaic Institutions, Inc.
  Sterling Heights, MI
  Sterling Heights, MI
  Sterling Heights, MI
  Shelby Township, MI
  Warren, MI
  Clinton Township, MI
  Chesterfield Twp, MI
  Dearborn, MI
  Monroe, MI
  Troy, MI
  Houghton, MI
  Marquette, MI
• 2015-08-27 → 2018-04-05
  Lpl Financial Llc
  Shelby Twp., MI
  St Clair Shores, MI
  St Clair Shores, MI
  Eastpointe, MI
  Eastpointe, MI
  Clinton Twp, MI
  Clinton Twp, MI
  Washington Twp, MI
  Macomb, MI
  Sterling Hts, MI
  Chesterfield Twp, MI
  Richmond, MI
  Shelby Twp, MI
• 2006-11-09 → 2015-08-25
  Citizens Securities, Inc.
  Chesterfield Township, MI
  Macomb Township, MI
  Richmond, MI
  Clinton Township, MI
  Johnston, RI
  Shelby Township, MI
  Shelby Township, MI
  Chesterfield Township, MI
  Ferndale, MI
  Columbus, OH
• 2003-07-16 → 2005-02-04
  Charter One Securities, Inc.
  Shelby Twp, MI

Other Businesses

1) 11/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-08
• S63 Uniform Securities Agent State Law Examination
  1998-12-11

Other Names

• Michael Joseph Jennings