Unclaimed
Michael Yongjin Kittelson is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial industry since 2009. Michael is registered with the state of Minnesota as an Investment Advisor Representative (IAR). Michael is also registered with the state of Arizona, Florida, Iowa, Minnesota (as a broker-dealer), South Carolina, South Dakota, Washington and Wisconsin as a broker-dealer. Michael has been with Cetera Investment Advisers LLC since February 2016. Prior to joining Cetera Investment Advisers LLC, Michael worked at State Farm VP Management Corp., Primevest Financial Services, Inc., UVEST Financial Services Group, Inc., and IFMG Securities, Inc.. Michael holds Series 6, 7, 63 and 65 licenses. Michael is a Certified Financial Planner. Michael is an investment committee member for the Mankato Area Foundation, a board member for the Mankato Clinic Foundation, and a member of the board of directors for the Mankato Area Foundation.
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 2/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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