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Michael William Homer

Advisor at LPL Financial — Moses Lake, WA 1010 S. Pioneer Way

Updated today

Credentials

Series 66

Experience

23 years

Location

Moses Lake, WA 98837

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Homer is a financial advisor with LPL Financial based in Moses Lake, WA, holding the Series 66 designation and possessing 23 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and maintains involvement with his business entity, FIVE27, Inc., which serves tax and investment purposes. Homer also serves on the board of the Moses Lake Community Health Center, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

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

Moses Lake, WA 1010 S. Pioneer Way

1010 S. Pioneer Way, Suite A

Moses Lake WA 98837

Advisors at this office

3

Most active in

Texas · Washington

Work history

23 years of industry experience

Financial Advocates Investment Management

2017 - Present • 9 years

Moses Lake, WA

LPL Financial, LLC

2017 - Present • 9 years

Moses Lake, WA

FIVE27 INC

2014 - Present • 12 years

Moses Lake, WA

Various Insurance Carriers for W & R Insurance Agencies

2002 - 2017 • 15 years

Moses Lake, WA

Waddell & Reed, INC.

2002 - 2017 • 15 years

Moses Lake, WA

Disclosures

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

Business activities & affiliations

Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in environmental services and education, including roles at Aptive Environmental, GreenLeaf Pest Control, and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner

Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Inheritance planning Business ownership considerations Business succession planning Business Financial Management Founder/Business Owner Educators, Teachers, and Academics
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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial who holds the Series 66 designation and has four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
user avatar

Tiffany V

Series 66, Series 63

Moses Lake, WA

Edward Jones

Tiffany Vehrs is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Edward Jones during two periods totaling eight years and has been involved in educational roles with the Moses Lake School District. Outside of finance, she serves as president of the Columbia Basin Girls Softball Association and handles payroll and marketing activities for Vehrs Construction Co., LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and proprietary investment products supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
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Cyril B

Series 66

Moses Lake, WA

Equitable Advisors

Cyril Bahadoor is a financial advisor with Equitable Advisors in Moses Lake, WA, holding a Series 66 designation and two years of industry experience. His prior work includes positions outside the financial industry, such as roles at Northwest Woodworks Inc. and Legends Hospitality, as well as several positions associated with Central Washington University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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