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Michael Cunningham

17 Years of Experience
Cleveland, OH
BrokerSells Insurance

Michael Cunningham is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, 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

6200 Rockside Rd, Cleveland, OH, 44131

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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 insurance since 2018. He is also an OSJ Principal and financial advisor with Vantage Financial Group since 2018, dedicating about a quarter of his time, and a compliance principal with FM Strategies since 2019.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2018 - Present · 7 yrs 8 mos
Cetera Wealth Services, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2018 - June 2023 · 4 yrs 9 mos
Foresters Advisory Services, LLC
August 2013 - September 2018 · 5 yrs 1 mo
Foresters Financial Services, INC.Broker
November 2008 - September 2018 · 9 yrs 10 mos
State Registrations18 states
ARAZCACOCTFLGAKYMAMINCNMNVNYOHORPATX
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.