Unclaimed
Michael Suellentrop is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Cetera Investment Advisers LLC. Michael has held previous positions with LPL FINANCIAL LLC, AXA ADVISORS, LLC, LPL FINANCIAL CORPORATION, INVESTMENT PROFESSIONALS, INC., and FIRST INVESTORS CORPORATION. Michael's primary focus is on providing financial services and wealth management strategies to individuals and businesses.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
KS
04/30/2012 - 06/26/2013
LPL FINANCIAL LLC (WICHITA KS)
KS
01/20/2010 - 05/03/2012
AXA ADVISORS, LLC (WICHITA KS)
KS
07/28/2003 - 01/29/2010
LPL FINANCIAL CORPORATION (WICHITA KS)
TX
10/04/2000 - 08/01/2003
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NA
06/12/1986 - 07/13/1987
FIRST INVESTORS CORPORATION
BC
Issued 3/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/8/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 3/6/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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