MR
CFP
MR
CFP

Michael Rautiola

25 Years of Experience
Omaha, NE
BrokerSells Insurance

Michael Rautiola is a CFP-designated registered investment advisor, based in Omaha, NE, with 25 years of industry experience.

Location

14600 Branch St., Omaha, NE, 68154

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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 a wealth advisor at Carson Partners, an SEC registered investment advisory firm, and co-founder/wealth advisor for Fixed Insurance, providing insurance solutions. He also co-owns RFC Financial Planners and owns Independent Investment Properties LLC, RLW Financial Advisors, and Truenorth 42 Wealth DBA, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Cwm, LLC
August 2021 - Present · 4 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Cetera Wealth Services, LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Sammons Securities Company, LLCBroker
March 2004 - July 2007 · 3 yrs 4 mos
Spc
June 2002 - August 2021 · 19 yrs 2 mos
Sigma Financial CorporationBroker
June 2002 - August 2021 · 19 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - May 2002 · 1 yr 5 mos
State Registrations28 states
AZCACOCTDCDEFLGAILINKSKYLAMAMEMIMNMONCNJNMNVNYOHPATXVAWA
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.