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Michael Lee Sisco

Advisor at LPL Financial — Cuero, TX E Church St

Updated today

Credentials

Series 66

Experience

21 years

Location

Cuero, TX 77954

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Sisco is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at SagePoint Financial, Cambridge Investment Research Advisors, and Berthel, Fisher & Company Financial Services. Outside of advising, he is a co-host of The Lists Podcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, 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

Cuero, TX E Church St

117 E Church St

Cuero TX 77954

Advisors at this office

2

Most active in

Iowa · Texas

Work history

21 years of industry experience

LPL FINANCIAL

2020 - Present • 6 years

Des Moines, IA

SAGEPOINT FINANCIAL

2011 - 2020 • 9 years

Phoenix, AZ

Cambridge Investment Research Advisors

2007 - 2011 • 4 years

Waukee, IA

Berthel, Fisher & Company Financial Services, Inc.

2006 - 2007 • 1 year

Cambridge Investment Research Advisors

2005 - 2006 • 1 year

Fairfield, IA

Disclosures

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

Business activities & affiliations

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Ronald S

CFP®, Series 63

Yorktown, TX

Ronald Ray Schulze

Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.

General retirement planning College savings (529s, UTMA, etc.)
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Rebecca K

Series 63, Series 65

Cuero, TX

LPL Financial

Rebecca Koranek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at SagePoint Financial, OSAIC Services, and Cetera. She is also a commissioned notary, a role she has maintained since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory strategies with proprietary research and technology tools.

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

CFP®, Series 66

Cuero, TX

Edward Jones

Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

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

Trey P

Series 66

Cuero, TX

Edward Jones

Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

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

Tyler M

Series 66

Cuero, TX

Edward Jones

Tyler Mc Clellan is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he is involved in land holdings with family and receives royalties from cell tower investments. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General retirement planning Founder/Business Owner Intergenerational Families

Benjamin L

Series 66

Cuero, TX

Edward Jones

Benjamin Langford is a financial advisor at Edward Jones with three years of industry experience. He previously worked at SWBC Investment Company and SWBC Investment Services LLC from 2022 to 2024. Outside of his advisory role, he owns rental property in San Antonio, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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