Michele Irene Lee
Investment adviser representative at Cetera Planning Partners
21 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- &partnersOct 2026 to now
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Oct 2026
- Cetera Wealth Services, LLCSep 2025 to Oct 2026
- Avantax Planning Partners, Inc.Aug 2021 to Sep 2026
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Headquarters Advisory Group, LLCJan 2015 to Dec 2022
- Avantax Insurance ServicesApr 2008 to Sep 2025
- 1st Global Advisors, Inc.Feb 2007 to Oct 2019
- 1st Global Capital CorpFeb 2005 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2410833
- Firm CRD
- 129625