Michael Dean Dear
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- TaxfyleJan 2020 to now
- Dear Financial & Tax SolutionsOct 2019 to now
- Avantax Advisory ServicesJan 2020 to Sep 2025
- Avantax Insurance Agency, LLCAug 2018 to Sep 2025
- Avantax Investment Services, Inc.Jul 2018 to Sep 2025
- Hd Vest Insurance Agency, LLCJul 2018 to Jul 2019
- Goldsmith & AssociatesDec 2017 to Jun 2019
- UnemployedJun 2017 to Nov 2017
- Glp & AssociatesApr 2016 to May 2017
- H & R BlockNov 2013 to Apr 2017
- Soto & Dear Investments LLCSep 2012 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6988145
- Firm CRD
- 105644