MS
CFP · ChFC
MS
CFP · ChFC

Michael Stutzman

10 Years of Experience
Omaha, NE
Broker

Michael Stutzman is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 10 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

1121 N. 102nd Ct, Suite 202, Omaha, NE, 68114

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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 Activities

Michael is a football coach at Daniel K Gross Catholic HS. He also owns 40% of OWM Inc., operating as Cetera Investors, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
February 2017 - June 2019 · 2 yrs 4 mos
Foresters Financial Services, INC.Broker
June 2015 - June 2019 · 4 yrs
State Registrations34 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMIMNMONCNENVNYOKORPASCSDTNTXUTVAWAWIWY
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.
Michael Stutzman - Financial Advisor | TrueAdvisor