Unclaimed
Michael Kittelson is an Investment Advisor Representative at Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2007. Michael has licenses in a number of states, including Minnesota, Arizona, Florida, Iowa, South Carolina, South Dakota, Washington, and Wisconsin. Michael earned a Certified Financial Planner designation. Michael works out of a branch office located in St. Peter, Minnesota. Cetera Investment Advisers LLC is a Registered Investment Advisor with approximately 423,554 total accounts under management. The firm's services include portfolio management, financial planning, pension consulting, selection of other advisors, educational seminars, and portfolio management for businesses and individuals.
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
02/22/2016 - Present
Cetera Investment Advisers LLC (ST.PETER MN)
MN
06/18/2012 - 11/05/2013
STATE FARM VP MANAGEMENT CORP. (SAINT PETER MN)
MN
11/17/2010 - 10/31/2011
PRIMEVEST FINANCIAL SERVICES, INC. (MANKATO MN)
MN
01/24/2008 - 11/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MANKATO MN)
NY
04/25/2007 - 02/05/2008
IFMG SECURITIES, INC. (PURCHASE NY)
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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