Michael Falkowski
Michael Falkowski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Milford, CT, 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
433 New Haven Ave, Milford, CT, 06460
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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 is an accountant/bookkeeper at Falkowski Financial Inc. since 2000, dedicating about a quarter of his time during tax season. He also rents out a vacation home, spends a few hours per week selling FIA/EIAs, and about 10-20% of his time selling insurance through Avantax Insurance Agency/Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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