Andrew Michaelides

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About Andrew Michaelides

My primary focus is not to sell you financial products, but to serve as an experienced advisor and partner. I'm committed to understanding your unique financial goals and developing personalized strategies to help you work toward them.

With over 15 years of experience in the financial industry despite my relatively young age, I bring a robust blend of fresh perspective and real-world expertise. This enables me to navigate complex market conditions and provide practical, effective solutions.

By choosing me as your LPL Financial Advisor, you can be confident that you'll have a dedicated professional who is always available to address your needs and guide you toward a confident financial future.

*Licensed in MN, IA, FL, TX, and WA

*Securities licenses held through LPL Financial

*Minnesota Life and Health

*Variable Annuities

Focused on:

*Finding solutions that work for clients

*Creating comprehensive retirement strategies

*Managing risk in retirement planning

See Disclosures

General Information

CRD#

6363831

Firm CRD#

6413

Insurance License#

40587009

Name of Broker/Dealer

States Licensed in

MN, WI, FL, WA, TX, IA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC^®

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$32,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/disclosures/lpl-financial-firm-brochure-and-program-forms-for-advisory-services.html

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

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