Michael Margolin
Michael Margolin is a registered investment advisor at Cetera Investment Advisers LLC, based in Coralville, IA, with 46 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
1303 5th St Ste 205, Coralville, IA, 52241
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Regulatory History
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
Michael is on the Cemetery Committee for Agudas Achim Congregation and a member of the Ways & Means Committee for Agudas Achim Synagogue. He is also an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
State Registrations21 states
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