Michael Cortes
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCApr 2021 to now
- Cetera Investment Services LLCMar 2021 to now
- Mundo Real Estate LLC dba Tritheswim Dot ComApr 2013 to now
- Northwestern Mutual Wealth Management CompanyNov 2019 to Mar 2021
- Northwestern Mutual Investment Services LLCMay 2019 to Mar 2021
- Northwestern Mutual Life Insurance CompanyMay 2019 to Mar 2021
- American Income LifeOct 2018 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7112197
- Firm CRD
- 105644