Michael Messer, financial advisor De Pere WI

Michael Messer

CRD Number: 2070746
Current Firm: Cetera Investment Advisers LLC

Michael Messer (CRD# 2070746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in De Pere, WI and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Evolve Financial Advisors Cookeville, TN Apr 2024 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current 1
Simone Insurance Agency Iron Mountain, MI Jul 2021 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Holmberg General Agency Marientte, WI Jun 2017 - Current 6
Cantrell Financial Services Cookesville, TN Jul 2016 - Current 7
Mj Corporate Management Group Marinette, WI May 2010 - Current 13
Mr Rentals Marinette, WI Jul 2009 - Current 14
Sauvey And Sauvey Green Bay, WI Dec 2008 - Current 15
Danielson Insurance Agency Kingsford, MI Dec 2008 - Current 15
Great Lakes Fmg Marinette, WI Dec 2008 - Current 15
Great Lakes Financial Management Group Marinette, WI Jun 2004 - Current 19
Voya Financial Advisors Marinette, WI Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. Marinette, WI Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Messer
Phone Number: 310-257-7880
Registered State(s):
  • FL
  • TX
  • WI
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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