LM
CFP
LM
CFP

Louis Messina

8 Years of Experience
Troy, MI
BrokerSells Insurance

Louis Messina is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 8 years of industry experience. Louis 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
Loading...

Location

50 W Big Beaver Rd Suite 600, Troy, MI, 48084

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Louis is affiliated with Horizon Advisers, a financial services DBA, and works as an independent insurance agent selling fixed insurance products. He also lectures on risk management at Oakland University and owns Messina Financial Group LLC for expense management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2017 - June 2021 · 3 yrs 9 mos
Voya Financial Advisors, INC.Broker
August 2017 - June 2021 · 3 yrs 10 mos
Baron Wealth Management, LLC
January 2017 - May 2017 · 4 mos
State Registrations16 states
AZCACODEFLGAILMDMINCNVNYOHSCTNVA
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.