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Michael Louis Bishop

40 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

25109 Jefferson Ave, Suite 325, Murrietta, CA, 92562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is an affiliated person with Financial Network, a financial services business, since 2013, dedicating full-time hours to it. He also owns Michael L. Bishop Inc., a corporation used for office expenses, spending minimal time on it.

Employment History
Current Registrations
Clg LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
Cetera Advisor Networks LLCBroker
May 1985 - December 2023 · 38 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.