Michael D Partee
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Aksala Wealth Advisors, LLCJan 2023 to now
- Avantax Advisory ServicesJan 2023 to Sep 2025
- Avantax Insurance Agency, LLCJan 2023 to Sep 2025
- Avantax Investment Services Inc.Jan 2023 to Sep 2025
- Charles Schwab & Co., Inc.May 2020 to Jan 2023
- Charles Schwab Bank, SsbMay 2020 to Jan 2023
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, Inc.Jun 2012 to May 2020
- USAA Financial Planning ServicesJun 2012 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5239085
- Firm CRD
- 105644