Michael Stutzman (CRD# 5808826) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 8 years of experience in the finance industry. Michael Stutzman 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# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
Cetera Investment Advisers LLC | Ralston, NE | Jun 2019 - Current | 4 |
Michael Stutzman, Inc. | Papillion, NE | Oct 2018 - Current | 5 |
Foresters Advisory Services | Ralston, NE | Jan 2017 - Jun 2019 | 2 |
Foresters Financial Services, Inc. | Ralston, NE | Sep 2015 - Jun 2019 | 3 |
First Investors Corporation | Omaha, NE | May 2015 - Sep 2015 | < 1 |
Daniel J. Gross Catholic High School | Bellevue, NE | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- NE
- 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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