user avatar

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

22,823

Across 10,482 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Gardiner is a financial advisor with LPL Financial who holds the CFP® designation and has 32 years of industry experience. His work history includes long tenures at Fillingim, Gardiner, Green & McNair, 1st Global Advisors, and Avantax, among others. He also operates a CPA firm specializing in tax preparation and accounting and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a broad range of investment strategies with a large network of advisors and extensive non-advisory financial services.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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
user avatar

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 16 years of industry experience. He previously worked at Edward Jones for 13 years before joining Raymond James in 2023. Outside of advisory work, he is a partner in an agriculture business managing stocker cattle and operates Habit Financial as an independent contractor. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)