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Michelle Griefenberg

24 Years of Experience
Sedona, AZ
BrokerSells Insurance

Michelle Griefenberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Sedona, AZ, with 24 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6486 State Route 179, Suite 107, Sedona, AZ, 86351

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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

Michelle sells health insurance, dedicating minimal time to this activity. She also manages rental properties, provides accounting and tax services, and is involved in land administration and real estate investment, spending a significant amount of time on her tax and accounting business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2016 - Present · 9 yrs 9 mos
Cetera Financial Specialists LLC
April 2001 - Present · 25 yrs 1 mo
Cetera Financial Specialists LLCBroker
April 2001 - Present · 25 yrs 1 mo
State Registrations10 states
AZCACOFLNCNMNVORPATX
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.