MS
CFP
MS
CFP

Michael Stevenson

29 Years of Experience
Edmond, OK
Broker

Michael Stevenson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edmond, OK, 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

3500 S. Blvd, #10 B, Edmond, OK, 73013

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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.

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Other Business Activities

Michael is a partner in Green Hill Oil & Gas LLC, spending minimal time reconciling books and preparing tax returns. He also owns Michael A Stevenson CPA, a tax preparation and accounting business, which occupies nearly all of his time.

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
June 1997 - September 2025 · 28 yrs 3 mos
Avantax Investment Services, INC.Broker
December 1996 - September 2025 · 28 yrs 9 mos
State Registrations3 states
COCTOK
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.