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Michael Weiser

17 Years of Experience
Yuma, AZ
BrokerSells Insurance

Michael Weiser is a registered investment advisor at Cetera Investment Advisers LLC, based in Yuma, AZ, with 17 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

291 S Main Street, Suite G-3, Yuma, AZ, 85364

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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 ActivitiesSells Insurance

Michael is an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating about 10-20% of his time to this. He is also the owner of Eden Wealth Management, a financial and insurance services business, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2022 - June 2023 · 6 mos
Thrivent Investment Management INC.
November 2020 - December 2022 · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
February 2020 - December 2022 · 2 yrs 10 mos
Transamerica Financial Advisors, INC.
January 2012 - August 2019 · 7 yrs 7 mos
Transamerica Financial Advisors, INCBroker
January 2012 - August 2019 · 7 yrs 7 mos
Investment Advisors International, INC.
October 2010 - January 2012 · 1 yr 3 mos
World Group Securities, INC.Broker
May 2008 - January 2012 · 3 yrs 8 mos
State Registrations19 states
ARAZCACOFLIAIDINKSMNMONDNMNYOHORTXUTWI
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.