MS
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Michael Schlegel

41 Years of Experience
Independence, OH
Broker

Michael Schlegel is a registered investment advisor at Cetera Investment Advisers LLC, based in Independence, OH, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6133 Rockside Road, Ste 208, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
February 2019 - June 2019 · 4 mos
Equity Services, INC.Broker
August 2018 - January 2019 · 5 mos
Nylife Securities LLCBroker
July 2016 - February 2018 · 1 yr 7 mos
Sagepoint Financial, INC.Broker
November 2013 - January 2016 · 2 yrs 2 mos
Metlife Securities INC.
September 2005 - August 2013 · 7 yrs 11 mos
Metlife Securities INC.Broker
November 1986 - August 2013 · 26 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
July 1983 - July 2007 · 24 yrs
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.