MF
MF

Michael Ferrell

29 Years of Experience
Edina, MN
BrokerSells Insurance

Michael Ferrell is a registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 29 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

4930 Lincoln Drive, Edina, MN, 55436

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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 independent insurance agent with Prideaux Agency, Inc. since 1999, and also works as a representative for Lincoln Wealth Management since 2014, both involving fixed insurance sales. These activities take up nearly all of Michael's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 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.
June 2017 - June 2021 · 4 yrs
Voya Financial Advisors, INC.Broker
October 2014 - June 2021 · 6 yrs 8 mos
Questar Capital CorporationBroker
December 2006 - October 2014 · 7 yrs 10 mos
Usallianz Securities, INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
Lifemark Securities CORP.Broker
January 2001 - July 2005 · 4 yrs 6 mos
Transamerica Financial Resources, INC.Broker
March 2000 - January 2001 · 10 mos
Jefferson Pilot Securities CorporationBroker
July 1999 - March 2000 · 8 mos
Tcf Securities, INC.Broker
July 1996 - June 1999 · 2 yrs 11 mos
State Registrations9 states
AZFLILKYMNMONCNDWI
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.