Michael Partee is a CFP-designated registered investment advisor, based in Lakewood Ranch, FL, with 17 years of industry experience.
Location
6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent for Avantax Insurance Agency and Equity Indexed Annuities, marketing insurance services and brokering products. He also works as a wealth advisor for Aksala Wealth Advisors, LLC, dedicating nearly full-time hours to marketing and selling financial planning and investment management services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations10 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.