Michael Harlan
Michael Harlan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, 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
Firm Size
IM Fee
Assets Under Management
Location
1051 Perimeter Dr, 9th Fl, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates RHR Financial Services as a DBA for financial services since 2012, dedicating a few hours per week. He is also a partner at Aprio Advisory Group, LLC, providing CPA consulting and tax services, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Rhr Wealth Management, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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