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Michael Prizer

34 Years of Experience
Fountain Valley, CA
BrokerSells Insurance

Michael Prizer is a registered investment advisor, based in Fountain Valley, CA, with 34 years of industry experience.

Location

Fountain Valley, CA

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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 is an agent for Avantax Insurance Agency, LLC since 1994 and is affiliated with Roadmap Wealth Management, dedicating about a quarter of his time to providing investment services. He also owns a portion of a property for rehabilitation and sale, and is the president of Michael B. Prizer, CPA A Professional Corp.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 1997 - September 2025 · 28 yrs 2 mos
Avantax Investment Services, INC.Broker
January 1992 - September 2025 · 33 yrs 8 mos
State Registrations4 states
AZCAINOR
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 Prizer - Financial Advisor | TrueAdvisor