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Michael Litch

27 Years of Experience
Plymouth, MN
BrokerSells Insurance

Michael Litch is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, with 27 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

3255 Fernbrook Lane North, Ste 201, Plymouth, MN, 55447

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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 ActivitiesSells Insurance

Michael is a CPA providing accounting, consulting, and tax services, dedicating about half of his time to this. He also owns Litch Financial and works as an independent insurance agent selling insurance and investment products, spending nearly full-time hours on these activities.

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.
October 2017 - June 2021 · 3 yrs 8 mos
Voya Financial Advisors, INC.Broker
October 2017 - June 2021 · 3 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2016 - October 2017 · 1 yr 6 mos
National Planning CorporationBroker
April 2016 - October 2017 · 1 yr 6 mos
Voya Financial Advisors, INC.
May 2014 - April 2016 · 1 yr 11 mos
Voya Financial Advisors, INC.Broker
February 2014 - April 2016 · 2 yrs 2 mos
Madison Avenue Securities, INC.Broker
October 2006 - December 2013 · 7 yrs 2 mos
1st Global Capital CORP.Broker
May 1998 - October 2006 · 8 yrs 5 mos
State Registrations3 states
FLMNWI
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 Litch - Financial Advisor | TrueAdvisor