MS
CFP
MS
CFP

Michael Skagen

26 Years of Experience
Renton, WA
BrokerSells Insurance

Michael Skagen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Renton, WA, 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

Renton, WA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael sells fixed insurance products with various companies since 2012 and is an insurance agent selling life, health, disability, annuities, and long-term care products. He also owns Skagen Insurance Agency, Inc., a health insurance agency, since 2018, and dedicates a few hours per week to educating and signing people up for health insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Financial Consultants INC
March 2000 - February 2012 · 11 yrs 11 mos
Pacific West Securities, INC.Broker
February 2000 - February 2012 · 12 yrs
State Registrations4 states
AZCAFLWA
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.