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Michael Scott Kuehnle

Cetera Investment Services LLC

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About Michael Scott Kuehnle

Michael Kuehnle is a financial advisor with Cetera Investment Services LLC in Houston, Texas. Michael has been in the financial industry since March 18, 2001. Michael holds Series 6, SIE, and Series 63 securities licenses. Michael has been registered with the state of Texas since August 10, 2022. Prior to joining Cetera Investment Services LLC, Michael was with Hancock Whitney Investment Services Inc., KESTRA Investment Services, LLC, CUNA Brokerage Services, Inc., Nationwide Investment Services Corporation, Enterprise Fund Distributors, Inc., and New England Securities.

Firm Information

Michael Kuehnle is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Kuehnle’s Registration & Firm History

TX

08/10/2022 - Present

Cetera Investment Services LLC (HOUSTON TX)

TX

08/11/2021 - 08/10/2022

HANCOCK WHITNEY INVESTMENT SERVICES INC. (HOUSTON TX)

TX

07/23/2019 - 05/27/2020

KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)

IA

09/28/2015 - 09/26/2018

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

OH

04/13/2006 - 02/07/2012

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

GA

04/04/2001 - 04/03/2006

ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)

TX

02/10/1996 - 04/04/2001

A I M DISTRIBUTORS, INC. (HOUSTON TX)

NY

02/07/1995 - 09/06/1995

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Scott Kuehnle.
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