Michael Anthony Gilbert

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2024-09-16
SC	RA	APPROVED	2024-07-20

IN RA
APPROVED

Since 2024-09-16
SC RA
APPROVED

Since 2024-07-20

Branch Locations

Indianapolis, IN • 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

Organization	City	State	From	To
Lpl Financial Llc	Indianapolis	IN	05/2024	Present
Milliken & Company	Union	SC	07/2019	08/2024
Milliken & Company	St. George	UT	10/2007	07/2019
Bsh Financial Services, Llc	Indianapolis	IN	05/2024	12/2025
Blue Chip Wealth Management, Llc	Indianapolis	IN	01/2026	Present

05/2024 → Present

Lpl Financial Llc

Indianapolis, IN
07/2019 → 08/2024

Milliken & Company

Union, SC
10/2007 → 07/2019

Milliken & Company

St. George, UT
05/2024 → 12/2025

Bsh Financial Services, Llc

Indianapolis, IN
01/2026 → Present

Blue Chip Wealth Management, Llc

Indianapolis, IN

Other Businesses

1) 05/17/2024 - BSH Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/14/2025 - Blue Chip Wealth Management, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/30/2025 - 40 Hrs/Mth - 33 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-20

S66 Uniform Combined State Law Examination

2024-07-20

View on SEC IAPD