Michael Schlegel (CRD# 1055373) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Independence, OH and has over 37 years of experience in the finance industry.
CRD# 6053832
Voya Financial Advisors, Inc.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Jun 2019 - Current | 5 |
| Cetera Investment Advisers LLC | Independence, OH | Jun 2019 - Current | 5 |
| Foresters Financial Services | Dublin, OH | Jan 2019 - Jun 2019 | < 1 |
| National Life Of Vermont | Montpelier, VT | Feb 2019 - Mar 2019 | < 1 |
| Equity Services, Inc. | Montpelier, VT | Jul 2018 - Jan 2019 | < 1 |
| National Life Group | Detroit, MI | May 2018 - Jan 2019 | < 1 |
| Nylife Securities LLC | Dublin, OH | Jul 2016 - Feb 2018 | 1 |
| New York Life Insurance Co | Dublin, OH | May 2016 - Feb 2018 | 1 |
| Unemployed | Delaware, OH | Jan 2016 - May 2016 | < 1 |
| Sagepoint Financial | Phoenix, AZ | Nov 2013 - Jan 2016 | 2 |
| Aig | Hillard, OH | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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