Ameriprise Financial Services
47yrs
Top advisor by experience in Rochester Hills
7yrs
Michael Mitchell has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Rochester Hills, Michigan. After two years at Osaic Institutions and less than a year at Hantz Financial Services, Michael joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 65 advisors with offices in Rochester Hills, and one of 60 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2744 S. Adams Rd., Rochester Hills, MI 48309
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2021 – 2024Osaic Institutions, Inc.Previously
- Oct 2019 – Nov 2019Hantz Financial Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call LPL Financial at (704) 733-3300 and ask for Michael Mitchell. Michael works from the Rochester Hills, MI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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