Ameriprise Financial Services
38yrs
Top advisor by experience in Moorhead
6yrs
Based in Moorhead, Minnesota, Michael Bale is a fiduciary financial advisor with 6 years of industry experience. Michael has been with LPL Financial since 2026. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 20 advisors with offices in Moorhead, and one of 18 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1333 South 8th St, Moorhead, MN 56560
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
- Jan 2026 – nowLPL Financial LLCCurrent firm
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 Bale. Michael works from the Moorhead, MN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2021, about 6 years. 6 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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