MK
MK
Michael Kurland
39 Years of Experience
Cockeysville, MD
1 DisclosureBrokerSells Insurance
Michael Kurland is a registered investment advisor at Cetera Investment Advisers LLC, based in Cockeysville, MD, with 39 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
9710 Monroe St, Cockeysville, MD, 21030
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2016Closed-No Action
Other Business ActivitiesSells Insurance
Michael is the owner of Kurland Financial Services since 2018, dedicating a few hours per week. He is also an agent/broker for fixed insurance sales since 2019, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
June 2019 - August 2023 · 4 yrs 2 mos
Securian Financial Services, INC.Broker
June 2019 - August 2023 · 4 yrs 2 mos
The O.N. Equity Sales CompanyBroker
May 2018 - May 2019 · 1 yr
On Investment Management CO
May 2018 - May 2019 · 1 yr
MML Investors Services, LLC
March 2000 - February 2018 · 17 yrs 11 mos
MML Investors Services, LLCBroker
May 1999 - February 2018 · 18 yrs 9 mos
Guardian Investor Services CorporationBroker
October 1998 - March 1999 · 5 mos
Lincoln Financial Advisors CorporationBroker
May 1993 - April 1999 · 5 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
May 1993 - July 1998 · 5 yrs 2 mos
Prudential-Bache Securities INC.Broker
November 1987 - May 1990 · 2 yrs 6 mos
Dominick & Dominick, IncorporatedBroker
January 1986 - November 1987 · 1 yr 10 mos
Advest, INC.Broker
April 1983 - January 1986 · 2 yrs 9 mos
State Registrations1 state
MD
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.