MS
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Michael Schooley

24 Years of Experience
Cedar Rapids, IA
Broker

Michael Schooley is a registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Rapids, IA, with 24 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

711 2nd Ave Se, Ste 200, Cedar Rapids, IA, 52401

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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 Activities

Michael is the Chief Investment Officer of Guide Wealth Partners, a financial services firm, since August 2023. He spends about a quarter of his time on this, with most of those hours during trading hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.Broker
February 2009 - August 2023 · 14 yrs 6 mos
Securian Financial Services, INC.
February 2009 - August 2023 · 14 yrs 6 mos
Waddell & Reed, INC.
January 2002 - January 2009 · 7 yrs
Waddell & Reed, INC.Broker
October 2001 - January 2009 · 7 yrs 3 mos
State Registrations2 states
AZIA
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.