AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ML

Michael E. Lavelle

MLN INVESTMENTS LLC
Bolingbrook, IL 60490
Some features on this profile are disabled
CRD#: 4184432
ML

Professional summary


Michael Edward Lavelle JR. is a registered financial advisor currently at MLN INVESTMENTS LLC located in Bolingbrook, Illinois and TRADINGBLOCK located in Bolingbrook, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7 and Series 4 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Edward Lavelle JR.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 18, 2012 - Present

MLN INVESTMENTS LLC

Office #1: 123 Woodlet Lane, Bolingbrook, IL 60490
RIA
CRD#: 163424
Bolingbrook, IL
Current

December 26, 2014 - Present

TRADINGBLOCK

BD
CRD#: 128605
Bolingbrook, IL
Past

August 29, 2012 - December 31, 2014

E*TRADE FUTURES LLC

BD
CRD#: 145562
BOLINGBROOK, IL
Past

September 24, 2010 - February 24, 2012

OPTIONSXPRESS, INC.

BD
CRD#: 103849
CHICAGO, IL
Past

October 6, 2006 - August 31, 2012

BROKERSXPRESS LLC

RIA
CRD#: 127081
CHICAGO, IL
Past

November 16, 2004 - August 31, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

November 17, 2000 - November 12, 2004

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/7/2015)
RR
Alaska
(1/7/2015)
RR
Arizona
(1/7/2015)
RR
Arkansas
(1/14/2015)
RR
California
(1/7/2015)
RR
Colorado
(1/7/2015)
RR
Connecticut
(1/7/2015)
RR
Delaware
(1/20/2015)
RR
District of Columbia
(1/7/2015)
RR
Florida
(1/7/2015)
RR
Georgia
(1/7/2015)
RR
Hawaii
(1/22/2015)
RR
Idaho
(1/7/2015)
IAR
Illinois
(6/18/2012)
RR
Illinois
(12/26/2014)
RR
Indiana
(1/15/2015)
RR
Iowa
(1/7/2015)
RR
Kansas
(1/7/2015)
RR
Kentucky
(1/7/2015)
RR
Louisiana
(1/7/2015)
RR
Maine
(1/7/2015)
RR
Maryland
(1/7/2015)
RR
Massachusetts
(1/7/2015)
RR
Michigan
(1/7/2015)
RR
Minnesota
(1/7/2015)
RR
Mississippi
(1/7/2015)
RR
Missouri
(1/7/2015)
RR
Montana
(1/16/2015)
RR
Nebraska
(1/7/2015)
RR
Nevada
(1/7/2015)
RR
New Hampshire
(1/7/2015)
RR
New Jersey
(1/7/2015)
RR
New Mexico
(1/7/2015)
RR
New York
(1/7/2015)
RR
North Carolina
(1/7/2015)
RR
North Dakota
(1/7/2015)
RR
Ohio
(1/7/2015)
RR
Oklahoma
(1/15/2015)
RR
Oregon
(1/7/2015)
RR
Pennsylvania
(1/7/2015)
RR
Rhode Island
(1/7/2015)
RR
South Carolina
(1/7/2015)
RR
South Dakota
(1/7/2015)
RR
Tennessee
(1/7/2015)
RR
Texas
(1/7/2015)
RR
Utah
(1/7/2015)
RR
Vermont
(1/7/2015)
RR
Virginia
(1/7/2015)
RR
Washington
(1/7/2015)
RR
West Virginia
(1/7/2015)
RR
Wisconsin
(1/2/2015)
RR
Wyoming
(1/7/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/5/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MI
MLN INVESTMENTS LLC
MLN INVESTMENTS LLC

CRD#: 163424 / SEC#:

Illinois
Registered Investment Advisory firm - (6/18/2012 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
123 Woodlet Lane, Bolingbrook, IL 60490
Mailing Address
Phone number
(855) 614-0125
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 27,746,536

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MLN INVESTMENTS LLC

CRD#: 163424Bolingbrook, IL 60490

TRUST BUT VERIFY

Monitor Michael Lavelle

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
FC
Flavia CardozoAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Naperville, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.