Michael Kugler
Michael Kugler is a registered investment advisor at Cetera Investment Advisers LLC, based in West Bend, WI, 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
Firm Size
IM Fee
Assets Under Management
Location
West Bend, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the president and financial advisor for Lakeshore Wealth Management LLC, dedicating full-time hours during trading hours. He also works as a FINRA arbitrator as needed, and sells fixed insurance (annuities) with various companies, spending minimal time on this activity. He also does voiceovers.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
First Union Securities, INC.Broker
Principal Financial Securities,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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