Michael Otis
Michael Otis is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane Valley, WA, 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
Firm Size
IM Fee
Assets Under Management
Location
10616 E Valleyway, Spokane Valley, WA, 99206
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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 an independent insurance agent selling fixed insurance products and also owns FRP Financial, where he sells and services fixed insurance and securities products. He also dedicates time to ice skating instruction and non-profit work.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securities America, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations7 states
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