Michael Costle (CRD# 1643521) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 37 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bozeman, MT | Jul 2021 - Current | 2 |
| Boy Scouts Of America | Bozeman, MT | Sep 2015 - Jul 2021 | 5 |
| Mjc, LLC | Bozeman, MT | Jul 2014 - Jul 2021 | 7 |
| Mdc, Inc. | Bozeman, MT | Aug 2006 - Jul 2021 | 14 |
| Various Insurance Carriers For W & R Insurance Agencies | Bozeman, MT | Apr 1997 - Jul 2021 | 24 |
| Waddell & Reed, Inc. | Bozeman, MT | Mar 1987 - Jul 2021 | 34 |
| Bsa Mountana Council Mountain Valley District | Bozeman, MT | Nov 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- MT
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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