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Michael Gene Gardiner

Advisor at LPL Financial — Canadian, TX

Updated today

Credentials

CFP®, Series 63

Experience

32 years

Location

Canadian, TX 79014

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,416 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Gardiner is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021. His previous roles include positions at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors. In addition to his advisory work, Gardiner operates a CPA firm and provides notary and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from both internal and third-party sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Canadian, TX

310 Main St

Canadian TX 79014

Advisors at this office

1

Most active in

Texas

Work history

32 years of industry experience

LPL Financial, LLC

2021 - Present • 5 years

Candian, TX

Avantax Investment Services, Inc.

2019 - 2020 • 1 year

Canadian, TX

Avantax Advisory services

2019 - 2020 • 1 year

Canadian, TX

Fillingim, Gardiner, Green & Mcnair

2009 - Present • 17 years

Canadian, TX

Avantax Insurance Services, Inc.

2006 - 2020 • 14 years

Canadian, TX

1 St Global Advisors, Inc

1995 - 2019 • 24 years

Canadian, TX

1st Global Capital Corp.

1994 - 2019 • 25 years

Canadian, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Evan M

Series 65

Canadian, TX

Golden Spread Wealth, LLC

Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.

Wealth management
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Kinsey B

Series 66

Canadian, TX

Perennial Wealth Advisors, LLC

Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2018 to 2024. Outside of her advisory role, Burrus co-owns a cattle grazing operation where she performs bookkeeping duties. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and primarily invests in ETFs, mutual funds, and liquid alternatives, offering ongoing monitoring and client-tailored risk management.

Tax strategies for small businesses Wealth management Founder/Business Owner
user avatar

Sheri H

Series 63, Series 65

Canadian, TX

OSAIC

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, she serves as treasurer for a family farm and a quarter horse breeding operation, and she is a board member and bookkeeper for the Canadian Rotary Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that include various investment types and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Charles M

Series 66

Canadian, TX

Raymond James Financial

Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2023. Outside of advising, he is a partner in a family cattle stocker business and also works as an independent contractor for Habit Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a wide affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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