Michelle Pommeranz
Michelle Pommeranz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Perrysburg, OH, with 25 years of industry experience. Michelle 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
900 W South Boundary, Bldg 5B, Perrysburg, OH, 43551
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business Activities
Michelle is the Vice President of Women of Toledo, a non-profit organization, and the President of St. John Lutheran Church, dedicating minimal time to each. She also works full-time as a financial advisor at Lehner Shope Wealth Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Citizens Securities, INC.
Citizens Securities, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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.