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Michael Schutza

5 Years of Experience
Houston, TX
BrokerSells Insurance

Michael Schutza is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 5 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

701 North Post Oak Rd Suite 320, Houston, TX, 77024

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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 ActivitiesSells Insurance

Michael sells fixed insurance (life, health, disability, and fixed annuities) with various companies, dedicating a few hours per week. He also works as a financial professional for Totus Wealth Management, spending about a quarter of his time on financial services and fixed insurance sales. Additionally, Michael is an employee at CDS Dental Studio Inc and refers individuals to Gig Worker Solutions, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2023 - March 2024 · 8 mos
MML Investors Services, LLC
November 2021 - August 2023 · 1 yr 9 mos
MML Investors Services, LLCBroker
July 2020 - August 2023 · 3 yrs 1 mo
State Registrations6 states
ALCAFLLANYTX
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 Schutza - Financial Advisor | TrueAdvisor