Unclaimed
Michael Litch is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the industry since July 1998 and has a strong background in accounting, consulting, and tax-related services. Michael is also a certified public accountant (CPA) and a registered representative with FINRA. Cetera Investment Advisers LLC is a Registered Investment Advisor (RIA) that provides financial planning and investment management services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Plymouth MN)
MN
10/26/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Plymouth MN)
MN
04/21/2016 - 10/26/2017
NATIONAL PLANNING CORPORATION (Plymouth MN)
MN
02/11/2014 - 04/22/2016
VOYA FINANCIAL ADVISORS, INC. (PLYMOUTH MN)
MN
10/26/2006 - 12/31/2013
MADISON AVENUE SECURITIES, INC. (WAYZATA MN)
MN
05/29/1998 - 10/06/2006
1ST GLOBAL CAPITAL CORP. (WAYZATA MN)
BOTH
Issued 4/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 5/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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