Michael Allen Wegner

Cetera Investment Advisers LLC

38 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Cetera Investment Advisers LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10087 advisors

Number of Clients

584,487 clients

Average Client Portfolio

$280K average

Assets Under Management

$163.8B

Fee Structure

Minimum Investment:$5K

Location

211 West Edgewood Drive Suite 100, Friendswood, TX, 77546

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2005

Denied

Customer Dispute

September 2003

Denied

Customer Dispute

March 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael is an insurance agent since 2008. He also owns Lifestyle Asset Management LLC, Howard CM Holdings, MRC Ventures, Everett Financial Group, and is the owner/IAR of Lifestyle Asset Management, Inc., the president of Chateau 10 Welch Condominium HOA, and the treasurer for Knights of Momus. He dedicates about a quarter of his time to Lifestyle Asset Management, Inc. and Everett Financial Group, minimal time to Lifestyle Asset Management LLC and Knights of Momus, and about 10-20% of his time to MRC Ventures.

Employment History

Current Registrations

Cetera Advisors LLCBroker

September 2022 - Present · 3 yrs 5 mos

Cetera Investment Advisers LLC

November 2020 - Present · 5 yrs 3 mos

Lifestyle Asset Management, INC.

December 2016 - Present · 9 yrs 2 mos

Previous Registrations

First Allied Securities, INC.Broker

May 2008 - September 2022 · 14 yrs 4 mos

First Allied Advisory Services, INC.

January 2007 - November 2020 · 13 yrs 10 mos

Ffp Advisory Services INC

July 1995 - January 2007 · 11 yrs 6 mos

Ffp Securities, INC.Broker

April 1995 - May 2008 · 13 yrs 1 mo

Sentra Securities CorporationBroker

April 1994 - October 1997 · 3 yrs 6 mos

Securities Management & Research, INC.Broker

March 1994 - April 1994 · 1 mo

Sentra Securities CorporationBroker

August 1993 - March 1994 · 7 mos

PFS Investments INC.Broker

May 1987 - August 1993 · 6 yrs 3 mos

State Registrations21 states

ARCACOFLGAILLAMAMINCNJNMOHOKORPASCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.