MH
MH

Michael Hulme

12 Years of Experience
Waterloo, IA
BrokerSells Insurance

Michael Hulme is a registered investment advisor at Cetera Investment Advisers LLC, based in Waterloo, IA, with 12 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

816 Tower Park Dr, Waterloo, IA, 50701

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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 Investment Advisor Representative, Managing Partner, and CFO for Financial Resource Advisors, LLC, where he works full-time on securities, advisory, and insurance matters. He also owns Hulme Financial, Inc., is a partner/co-owner in G.E.M Farms LLC, and is involved in several other business and community activities, including Integrated Accounting Solutions, LLC, Community Foundation of Northeast Iowa, FRA Tower Park, LLC, Grow Cedar Valley, and Cedar Valley Catholic Schools.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
March 2014 - March 2024 · 10 yrs
State Registrations11 states
AZFLIAILKSMIMNMTNEOHWI
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 Hulme - Financial Advisor | TrueAdvisor