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Michelle Nicole Derouen

Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 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

32 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Kcs Wealth Advisors, LLC dba Kore Financial GroupOct 2024 to now
  4. Index AnnuitiesSep 2020 to now
  5. Lynn DerouenJun 2000 to now
  6. High School/collegeJun 1994 to now
  7. Avantax Insurance Agency And/or Avantax Insurance ServicesSep 2020 to Sep 2025
  8. Avantax Advisory ServicesJul 2008 to Sep 2025
  9. Avantax Insurance Agency, LLCJun 2006 to Sep 2025
  10. Avantax Investment Services, Inc.Sep 2004 to Sep 2025

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

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
4858061
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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