VETTED

Michael Fiammetta

LPL
Michael Fiammetta
Tel: 816-229-7290 16 SE 3rd Street Lees Summit, MO 64063
About Michael Fiammetta
Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.

In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.

About LPL
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments professional.

Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!
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General Information
CRD#:

6119259

Firm CRD#:

6413

Name of Broker/Dealer:

LPL FINANCIAL LLC

States Licensed in:

MO

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

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

Compliance
Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships
Securities Licenses:

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses:

Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Accident, Disability

Services
Investment Types:

Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance

Can meet clients in the following ways:

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

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100K+

Compensation Methods:

Based on Assets

Preferred meeting methods
I provide a free initial consultation:

Yes

CRD# 6119259Firm CRD# 6413Series 7, 6, 63, 65
Compliance
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 - 18:00
Tuesday9:00 - 18:00
Wednesday9:00 - 18:00
Thursday9:00 - 18:00
Friday9:00 - 18:00
SaturdayClosed
SundayClosed
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