Michael Wilhelm
Michael Wilhelm is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 26 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
13241 University Dr, Ste 104, Fort Myers, FL, 33907
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells fixed insurance products, including life, health, and annuities, dedicating minimal time to this activity. He is also Vice President at Brown & Haught Financial Group, spending full-time hours there, and is president of Michael A. Wilhelm Investments, Inc., an accounting entity, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 states
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