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Michael Lotko

34 Years of Experience
Elyria, OH
BrokerSells Insurance

Michael Lotko is a registered investment advisor at Cetera Investment Advisers LLC, based in Elyria, OH, with 34 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
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Location

490 Cleveland St Ste 202, Elyria, OH, 44035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael owns and maintains real estate that houses a business, and works as a clerk supporting the City Council of Elyria. He is also the Vice President of Sales at Parsons and Van De Voost Insurance Agency Inc and an insurance agent selling life, health, disability, property & casualty insurance, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2019 - June 2023 · 4 yrs 3 mos
Principal Securities, INC.Broker
December 1993 - November 2016 · 22 yrs 11 mos
Transamerica Financial Resources, INC.Broker
July 1991 - December 1993 · 2 yrs 5 mos
State Registrations4 states
ALFLMIOH
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.