MK
MK

Michael Kosmak

26 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Michael Kosmak is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

130 Cheshire Ln, Suite 105, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a representative selling life, health, disability, annuities, and long-term care insurance with various companies. He is also a co-owner of Bennett, Mastin and Kosmak Inc., a DBA for a branch, and the owner and president of Langdon St. Consultants, Inc., a technology consulting firm, dedicating a quarter to nearly full-time hours to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2012 - June 2023 · 11 yrs 2 mos
Pruco Securities CorporationBroker
July 1999 - December 1999 · 5 mos
State Registrations17 states
AZCACOFLHIIAIDILMNMSNDNENVSCTXVAWI
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 Kosmak - Financial Advisor | TrueAdvisor