Michael Mechler (CRD# 5150979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Orleans, LA and has over 17 years of experience in the finance industry. Michael Mechler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2022 - Current | 1 |
| Cetera Investment Advisers LLC | New Orleans, LA | Aug 2022 - Current | 1 |
| Hancock Whitney Bank | New Orleans, LA | Jul 2007 - Current | 16 |
| Hancock Whitney Investment Services, Inc. | New Olreans, LA | Oct 2019 - Aug 2022 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
- LA
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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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