MM
ChFC
MM
ChFC

Michael Messer

35 Years of Experience
Marinette, WI
1 DisclosureBrokerSells Insurance

Michael Messer is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marinette, WI, with 35 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

2033 Marinette Ave, Marinette, WI, 54143

Get directions

History

Regulatory History (1)
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
August 2022
Denied
Other Business ActivitiesSells Insurance

Michael is involved in numerous business activities, including owning Great Lakes Financial Management Group (DBA for securities and insurance), Danielson Insurance Agency (property and casualty insurance), MR Rentals LLC, Great Lakes FMG (home rentals), Sauvey and Sauvey, Inc. (investment, insurance and pension sales), Holmberg General Agency (P&C insurance), MJM Corporate Management Group, Inc (holding company), Simone Insurance Agency (P&C agency), and Evolve Financial Advisors (financial services). He also works as an independent insurance agent selling various insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Voya Financial Advisors, INC.
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.
February 2003 - February 2003 · 0 mos
Locust Street Securities, INC.Broker
February 2002 - January 2004 · 1 yr 11 mos
Pruco Securities CorporationBroker
July 1990 - February 2002 · 11 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
July 1990 - December 1993 · 3 yrs 5 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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.
Michael Messer - Financial Advisor | TrueAdvisor