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Michael Lavelle Jr.

Advisor at MLN Investments LLC

Updated today

Firm

MLN Investments LLC

Location

Bolingbrook, IL 60490

Credentials

Series 63, Series 65

Industry experience

25 years

About

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Client services

Based on MLN Investments LLC

Portfolio management

Expertise

Based on MLN Investments LLC

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $100,000: 2.00% $100,000.01 - $250,000: 1.75% $250,000.01 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $10,000,000: 1.00% Above $10,000,000+: Negotiable

Commissions

Commissions may be earned on non-advisory assets or excluded accounts; advisory fees are primary income.

Location

123 Woodlet Lane

Bolingbrook, IL 60490

Most active in

Illinois

Work history

MoneyBlock

2014 - Present (12 years)

MLN Investments LLC

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

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Maggie B

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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

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