MM
MM

Michael Musich

37 Years of Experience
Madrid, IA
BrokerSells Insurance

Michael Musich is a registered investment advisor at Cetera Investment Advisers LLC, based in Madrid, IA, with 37 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
Loading...

Location

Madrid, IA

Get directions

History

Regulatory History
Clean regulatory record

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 sells fixed insurance products, including life insurance and fixed annuities, as an insurance agent. He is also a financial advisor/owner of Private Asset Advisory Group LLC since 1995, dedicating full-time hours to financial services and insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 1993 - Present · 33 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
January 2001 - March 2024 · 23 yrs 2 mos
Royal Alliance Associates, INC.Broker
November 1989 - May 1992 · 2 yrs 6 mos
Integrated Resources Equity CorporationBroker
May 1989 - November 1989 · 6 mos
John Hancock Distributors, INC.Broker
September 1987 - June 1989 · 1 yr 9 mos
State Registrations5 states
IAILMNTXWI
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.