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Michael A Jungwirth

Advisor at LPL Financial — Wabasha, MN

Updated today

Credentials

Series 66

Experience

4 years

Location

Wabasha, MN

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,480 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Jungwirth is a Series 66-credentialed financial advisor with four years of industry experience, currently associated with LPL Financial. His prior roles include positions at The Capital Advisory Group and United Planners Financial Services, as well as a brief tenure at Edward Jones. Outside of advisory work, he is involved with Hydrostat Inc. and is an author for MGI Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

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

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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

Wabasha, MN

Wabasha MN

Advisors at this office

1

Most active in

Minnesota

Work history

4 years of industry experience

LPL Financial

2026 - Present • 1 year

Bloomington, MN

The Capital Advisory Group Advisory Services, LLC

2022 - 2026 • 4 years

Bloomington, MN

The Capital Advisory Group, LLC

2022 - Present • 4 years

Bloomington, MN

United Planners Financial Services

2022 - 2026 • 4 years

Scottsdale, AZ

Edward Jones

2021 - 2021 • 1 year

St Louis, MO

Hydrostat Inc.

2020 - Present • 6 years

Rice, MN

GATR Truck Center

2016 - 2020 • 4 years

Sauk Rapids, MN

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

Ross S

Series 63

Alma, WI

CMG Wealth Advisors LLC

Ross Smith is a financial advisor at CMG Wealth Advisors LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Equity Services, Inc. and Farmers Savings Bank. Outside of his advisory work, he operates a stonecutting business in Bayfield, WI. CMG Wealth Advisors provides discretionary investment management and retirement plan consulting to retail and institutional clients, offering customized portfolio construction and ongoing monitoring. The firm manages a broad range of securities and maintains affiliations with an affiliated broker-dealer and community bank while operating independently.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management Private / alternative investments
user avatar

Kirsten H

Series 66

Wabasha, MN

Commonwealth Financial Network

Kirsten Heim is a Series 66-licensed financial advisor with five years of industry experience. She is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. Outside of her advisory work, Heim serves as a clerk for the City of Elba, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Tyson S

Series 66

Wabasha, MN

Edward Jones

Tyson Stackhouse is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at the Mayo Clinic for 21 years. Outside of his advisory role, he owns and operates TLS Creations, a woodworking crafts business based in Wabasha, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Doctor or Medical Professional
user avatar

William B

Series 63, Series 65

Theilman, MN

LPL Financial

William Baxter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes roles at Cetera and Cetera Investment Services. Outside of his advisory work, he creates content for a YouTube channel focused on cars with high mileage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and various investment programs, utilizing both proprietary and third-party research to support its advisory services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Julie L

Series 63

Wabasha, MN

Edward Jones

Julie Leichtnam is a financial advisor with Edward Jones in Wabasha, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2016 and also operates Sweet Financial Services beginning in 2012. Outside of her advisory work, she is a co-owner of Hall Lake Cabins and Rentals LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Alex L

Series 66

Lake City, MN

Edward Jones

Alex Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Ameriprise for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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