Mitchell Dempsey
Investment adviser representative at Cetera Investment Advisers LLC
9 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
9 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Dempsey & Dempsey Financial Services, LLCNov 2024 to now
- Dempsey & Dempsey, P.C. CpasNov 2024 to now
- Willis & Machnik Financial Services, LLCNov 2024 to now
- Avantax Advisory ServicesFeb 2025 to Sep 2025
- Avantax Investment Services Inc.Feb 2025 to Sep 2025
- Dempsey & Dempsey, Pc Certified Public AccountantsJan 2024 to Apr 2024
- Whirlpool CorporationNov 2023 to Oct 2024
- Highland Meadows Golf ClubApr 2023 to Oct 2023
- Dempsey & Dempsey, Pc Certified Public AccountantsJan 2023 to Apr 2023
- UnemployedSep 2022 to Dec 2022
- United Wholesale MortgageJan 2021 to Aug 2022
- The Hills of Lenawee Golf Club and Banquet CenterJul 2020 to Nov 2020
- Full-time EducationAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7696668
- Firm CRD
- 105644