Andrew Alkis Michaelides

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

• 08/2011 → 12/2020
  Hennepin County Enviornmental Services
  Brooklyn Park, MN
• 04/2016 → 08/2023
  The Investment Center Inc
  Maple Grove, MN
• 01/2019 → 08/2023
  Ic Advisory Services Inc
  Maple Grove, MN
• 03/2018 → 03/2025
  Pinnacle Financial Solutions
  Brooklyn Park, MN
• 08/2023 → 03/2025
  The Investment Center, Inc.
  Maple Grove, MN
• 08/2023 → 03/2025
  Ic Advisory Services, Inc.
  Maple Grove, MN
• 03/2025 → Present
  Lpl Financial Llc
  Otsego, MN

Previous Registrations

• 2019-01-02 → 2025-03-06
  Ic Advisory Services, Inc.
  Maple Grove, MN
  Bedminster, NJ
  Otsego, MN

Other Businesses

1. PINNACLE FINANCIAL ADVISORS. EMPLOYEE. FINANCIAL ADVISOR. DUTIES INCLUDE PAPERWORK, FILING AND APPOINTMENTS. DEVOTE >60%. ANNUAL INCOME >60%. ESTABLISHED 01/01/2019.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30
• S63 Uniform Securities Agent State Law Examination
  2018-03-15