Michael Dear (CRD# 6988145) is an Investment Advisor Representative working at Avantax Advisory Services in Cement City, MI and has over 5 years of experience in the finance industry.
CRD# 5591514
Edward Jones
CRD# 4660889
Ameriprise Financial Services, LLC
CRD# 5911175
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Cement City, MI | Jan 2020 - Current | 4 |
| Taxfyle | Coral Gables, FL | Jan 2020 - Current | 4 |
| Dear Financial & Tax Solutions | Cement City, MI | Oct 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Cement City, MI | Aug 2018 - Current | 5 |
| Avantax Investment Services, Inc. | Cement City, MI | Jul 2018 - Current | 5 |
| Soto & Dear Investments LLC | Cement City, MI | Sep 2012 - Aug 2020 | 7 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Jul 2018 - Jul 2019 | 1 |
| Goldsmith & Associates | Jackson, MI | Dec 2017 - Jun 2019 | 1 |
| Unemployed | Cement City, MI | Jun 2017 - Nov 2017 | < 1 |
| Glp & Associates | Farmington Hills, MI | Apr 2016 - May 2017 | 1 |
| H & R Block | Jackson, MI | Nov 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- MI
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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