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VERIFIEDChristopher Mollan
LPL Financial
31731 Northwestern Hwy.
Suite 151W
Farmington Hills, MI 48334
248-987-8054
Financial Consultant
About LPL Financial
Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.
In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.
We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.
We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.
See Disclosures
General Information
Firm Start Year
CRD#
4629054
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial Services
States Licensed in
AZ,CA,CO,FL,IL,IN,KY,MI,NJ,NY,TX,
Years of Experience in Financial Services
23
Number of Years with Current Firm
19
Work Experience
23 years licensed. Investing for 30 years
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Services
Investment Types
Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Bond Mutual Funds
Can meet clients in the following ways
Phone, Email, Our Office, Your Home, Your Office
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I don't have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AWMA®, AAMS®, CRPC®
Securities Licenses
Series 63, Series 7, Series 31, Series 66
Insurance and Annuity Licenses
Annuity, Health, Variable Life, Long Term Care, Variable Annuity, Life
Financial Organization Memberships
Financial Planning Association (FPA)
Firm Information
Advisor's Number of Clients
125
Advisor's Number of Managed Clients
100
Advisor's Number of Planning Clients
100
Total Assets Under Management by Advisor
98,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$25000
Compensation Methods
Commissions, Hourly, Based on Assets, Flat Fee
Additional Details on Charges
Our fee rates are between 1.25%-.0.50% depending on the complexity of the assets and management. I always provide a free portfolio evaluation with each person before they become a client. This allows me to properly evaluate your situation as well as give you the ability to evaluate my expertise. From there, you have the ability to move forward at your comfort level.
Education
Bachelors of Arts - Finance
Michgian State University
08/01/1999 -05/01/2022
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC