This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2013
- Office Locations
- 1
Office Locations
About LFN Advisors Inc.
LFN Advisors (Legacy Financial Network), founded by Michael Markey, is a Michigan-based retirement planning firm with three locations. The team emphasizes conservative money strategies and retirement income planning across accumulation, distribution, and legacy transfer, complemented by insurance, life insurance, and Medicare planning. Clients can use the Color of Money risk survey and the Generational Vault secure portal for document sharing and daily account snapshots; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL J MARKEY JR
Chief Compliance Officer, Managing Member
- CRD
- #5299347
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ERNEST DALE ANDERSON
Financial Advisor, General Partner
- CRD
- #5622328
MELINDA SUE WEISS
--
- CRD
- #6087137
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,696,461 | $132,382 |
| Non-Discretionary | $0 | -- |
| Total | $23,696,461 | $132,382 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing