Michael Beal is a registered investment advisor at Cetera Investment Advisers LLC, based in Boise, ID. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
6663 N Glenwood St, Boise, ID, 83714
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Regulatory History (8)
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Financial
May 2025Final
Financial
May 2025Final
Financial
March 2025Final
Financial
January 2025Final
Financial
January 2025Final
Financial
November 2024Final
Financial
November 2024Final
Financial
September 2024Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
June 2026 - Present · 4 mos
State Registrations1 state
ID
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.
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