Michael Lakner is a ChFC-designated registered investment advisor, based in Goshen, IN, with 6 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1110 North Main Street, Goshen, IN, 46528
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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 works for Everence as a financial consultant and planner, providing investment, financial planning, insurance (med-supp, fixed annuities, life insurance, long-term care insurance), and charitable planning services. This role takes nearly full-time hours. Michael also serves as a board member for Nobis Project, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations33 states
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
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