Michael Koltz
Michael Koltz is a registered investment advisor at Cetera Investment Advisers LLC, based in Augusta, GA, with 23 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
147 Davis Road Ste B, Augusta, GA, 30909
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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 insurance agent for Avantax Insurance Agency/Services, selling various insurance products, and is an organizer for JLMK LLC DBA Noble Oak Financial, providing financial planning services. Both activities take up nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 states
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