ML
PFS
ML
PFS

Michael Long

28 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance

Michael Long is a PFS-designated registered investment advisor, based in Cincinnati, OH, with 28 years of industry experience.

Location

3377 Compton Road, Suite 120, Cincinnati, OH, 45251

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History

Regulatory History (1)
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Customer Dispute
July 2013
Settled
Other Business ActivitiesSells Insurance

Michael is an insurance sales agent for multiple carriers, selling group disability insurance, life insurance, and annuities, dedicating minimal time. He is also a member of Long Schaefer Financial Advisors, LLC, providing financial services to clients on a full-time basis, and a CPA/PFS Managing Partner at Long, Schaefer & Company, Inc., also on a full-time basis.

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
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
November 2001 - October 2019 · 17 yrs 11 mos
1st Global Capital CORP.Broker
January 2001 - October 2019 · 18 yrs 9 mos
Franklin Financial Services CorporationBroker
February 1998 - January 2001 · 2 yrs 11 mos
State Registrations6 states
FLINKYNHOHTN
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 Long - Financial Advisor | TrueAdvisor