Michael David Charnot
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Strategize Wealth Management GroupMay 2021 to now
- St. Ambrose UniversityAug 2020 to now
- Avantax Advisory ServicesAug 2023 to Sep 2025
- Avantax Investment Services Inc.Aug 2023 to Sep 2025
- Honkamp, P.CJan 2023 to Apr 2023
- Granite MountainMay 2021 to Aug 2021
- UnemploymentMay 2020 to Aug 2020
- Providence Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7588719
- Firm CRD
- 105644