VETTED

Andrew Michaelides

RFC^®

Tel: 612-875-4986 14647 74th Ln NE Otsego, MN 55330

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 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

About LPL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

See Disclosures

General Information

Insurance License#:

40587009

Name of Broker/Dealer:

LPL

States Licensed in:

MN, WI, FL, WA, TX, IA

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

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

Qualifications & Memberships

Insurance and Annuity Licenses:

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

Services

Investment Types:

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Home, Phone, Our Office, Email, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$10,000

Compensation Methods:

Based on Assets, Flat Fee

Firm Information

Advisor's Number of Clients:

Total Assets Under Management by Advisor:

$32,000,000

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for WiserAdvisor 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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1892314/wiseradvisor-lpl-detailed-disclosure.html

Disclaimer

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

16 Years of Experience

CRD# 6363831 Firm CRD# 6413Insurance License# 40587009Series: 63, 7, 65, 66

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record