MB
CFP
MB
CFP

Michael Box

7 Years of Experience
Minneapolis, MN
Broker

Michael Box is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 7 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

901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402

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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 operates under the DBA Box Financial Advisors for his securities business and is an Investment Advisory Representative with AdvisorNet Financial Inc, doing business as AdvisorNet Wealth Partners. He dedicates full-time hours to these financial services and planning activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Advisornet Wealth Partners
May 2022 - Present · 4 yrs 2 mos
Cetera Wealth Services, LLCBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2022 - June 2023 · 1 yr 1 mo
State Registrations8 states
AZCOFLIDMNOHWIWY
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 Box - Financial Advisor | TrueAdvisor