Advisor Alert: Our Attorneys Are Investigating Michael George Weinand For Investment Fraud
Did You Lose Money Because of Michael Weinand?
Filed: November 16, 2023
Michael Weinand has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Michael George Weinand.
Who Is Michael George Weinand of LPL Financial LLC?
- Advisor Name: Michael George Weinand
- Aliases: Michael George Weinand MBA
- CRD: 2317898
- Location: Lacey, Washington
- Current Employer: LPL Financial LLC
- Previous Firms: KMS Financial Services, Inc. and Lincoln Financial Advisors Corporation
- Number of Known Customer Complaints: 2
- Can Michael Weinand Be Sued: Yes, in Private Arbitration
- Can Michael Weinand’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $45,000
- Highest Settlement: Unknown
If you have suffered investment losses by Michael Weinand, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stockbroker fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Michael Weinand For Broker Misconduct
As of this publication date, Michael Weinand has been the subject of 2 customer disputes. Let’s review them below.
In January 2019, a complaint was filed against or in reference to Michael Weinand by multiple customers of KMS Financial Services, Inc. alleging that the clients are unhappy with American Funds performance in 2018. They believe Mike was negligent and failed to move their money into bonds in July 2018. Per the customers, they lost over $45,000 because of Mr. Weinand’s actions.
In March 2005, a complaint was filed against or in reference to Michael Weinand by a customer of KMS Financial Services, Inc. alleging that in 1999, the client purchased a variable life policy (face $268,000) to address the possibly precarious financial situation his wife could be in if he predeceased her by many years. The client complained to the WA Insurance commissioner claiming the policy was unsuitable.
How To File A Claim Against Michael Weinand of LPL Financial LLC (previously with KMS Financial Services, Inc. and Lincoln Financial Advisors Corporation) To Get Your Money Back.
If you have questions about Michael Weinand, LPL Financial LLC, KMS Financial Services, Inc., Lincoln Financial Advisors Corporation, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.