Michael Schlegel, financial advisor Independence OH

Michael Schlegel

CRD Number: 1055373
Current Firm: Cetera Investment Advisers LLC

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.

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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
Contact Info for Michael A. Schlegel
Phone Number: 310-257-7880
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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