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Michael G

Series 63, Series 66

Williamsville, NY

LPL Financial

Michael Gimlin is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for seven years. Outside of advisory work, he owns several business entities unrelated to investment advisory services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Todd M

Series 63, Series 66

Williamsville, NY

LPL Financial

Todd Miller is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services for seven years. Outside of his advisory role, he owns a business entity, Mr. Miller Inc, established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Sabrina G

Series 65, Series 63

Williamsville, NY

LPL Financial

Sabrina Gimlin is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Ameriprise for four years and at FIT School for three years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael G

Series 65, Series 63

Williamsville, NY

LPL Financial

Michael Gimlin Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and offering five years of industry experience. He previously worked at Ameriprise and started his career in real estate and retail before transitioning to financial advisory. He is also engaged in providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting supported by research and diversified investment strategies.

College savings (529s, UTMA, etc.)
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