Michael Stephen Cermak
Investment adviser representative at Proffitt & Goodson Inc.
11 yearsExperience
4 statesRegistered in
CFADesignation
$797.7MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Proffitt & Goodson Inc.Jan 2026 to now
- Proffitt & Goodson Inc.May 2015 to Dec 2025
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (NC, TN, TX, VA).
Proffitt & Goodson Inc.
$797.7MAssets managed
299Clients
6Advisers
39 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
- 6542322
- Firm CRD
- 105278