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Michelle Rene Pommeranz

Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed 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

11 years in the industry.

  1. Cetera Investment Advisers LLCMar 2025 to now
  2. Cetera Wealth Services, LLCMar 2025 to now
  3. Strategic Blueprint, LLCAug 2019 to Mar 2025
  4. The Strategic Financial Alliance, Inc.Aug 2019 to Mar 2025
  5. Berthel Fisher & Company Financial Services, Inc.Jun 2018 to Aug 2019
  6. Bfc Planning, Inc.Jun 2018 to Aug 2019
  7. The Huntington Investment CompanyAug 2015 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (OH).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
4013615
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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