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Michael Allen Wegner

Cetera Investment Advisers LLC
38 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Cetera Investment Advisers LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K

Location

211 West Edgewood Drive Suite 100, Friendswood, TX, 77546

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Customer Dispute
September 2003
Denied
Customer Dispute
March 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an insurance agent since 2008. He also owns Lifestyle Asset Management LLC, Howard CM Holdings, MRC Ventures, Everett Financial Group, and is the owner/IAR of Lifestyle Asset Management, Inc., the president of Chateau 10 Welch Condominium HOA, and the treasurer for Knights of Momus. He dedicates about a quarter of his time to Lifestyle Asset Management, Inc. and Everett Financial Group, minimal time to Lifestyle Asset Management LLC and Knights of Momus, and about 10-20% of his time to MRC Ventures.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 5 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 3 mos
Lifestyle Asset Management, INC.
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - November 2020 · 13 yrs 10 mos
Ffp Advisory Services INC
July 1995 - January 2007 · 11 yrs 6 mos
Ffp Securities, INC.Broker
April 1995 - May 2008 · 13 yrs 1 mo
Sentra Securities CorporationBroker
April 1994 - October 1997 · 3 yrs 6 mos
Securities Management & Research, INC.Broker
March 1994 - April 1994 · 1 mo
Sentra Securities CorporationBroker
August 1993 - March 1994 · 7 mos
PFS Investments INC.Broker
May 1987 - August 1993 · 6 yrs 3 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.