AUMdb
ML

Michelle L Wheeler

CRD 4469510

Firms

FirmRoleAs of
Lpl Financial Llc Registered representative 07/20/2026
Northeast Planning Associates, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Epping Project Grad Officer/Director 06/30/2025

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗