Michael Mahalich is a registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 8 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
Firm Size
IM Fee
Assets Under Management
Location
7400 Metro Boulevard Suite 140, Edina, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs Financial Strategies Group and Swan Wealth Management for financial services, dedicating full-time hours to Swan Wealth Management and about a quarter of his time to Financial Strategies Group. He also co-owns MM-AS, LLC, a real estate venture, spending minimal time on property searches.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.Broker
Pacer Financial, INC.Broker
Foreside Fund Services, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations11 states
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