Michael Dear, financial advisor Cement City MI

Michael Dear

CRD Number: 6988145
Current Firm: Avantax Advisory Services

Michael Dear (CRD# 6988145) is an Investment Advisor Representative working at Avantax Advisory Services in Cement City, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Cement City, MI Jan 2020 - Current 2
Taxfyle Coral Gables, FL Jan 2020 - Current 2
Dear Financial & Tax Solutions Cement City, MI Oct 2019 - Current 3
Avantax Insurance Agency, LLC Cement City, MI Aug 2018 - Current 4
Avantax Investment Services, Inc. Cement City, MI Jul 2018 - Current 4
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
Unemployed Cement City, MI Jun 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Michael D. Dear
Phone Number: 972-870-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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