MK
MK

Michelle Koneman

3 Years of Experience
Chatsworth, GA

Michelle Koneman is a registered investment advisor at Cetera Investment Advisers LLC, based in Chatsworth, GA, with 3 years of industry experience. Michelle 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

123 N 2nd Ave, Chatsworth, GA, 30705

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 Activities

Michelle is the owner and an Investment Advisor Representative at Koneman Financial, providing wealth management and advisory services. This work takes about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2022 - September 2025 · 2 yrs 11 mos
State Registrations1 state
GA
Advisor

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.
Michelle Koneman - Financial Advisor | TrueAdvisor