Michael John Skagen

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 07/2018 → Present
  Skagen Insurance Agency Inc.
  Renton, WA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2013 → 03/2024
  Cetera Advisors Llc
  St Cloud, MN

Previous Registrations

• 2000-03-27 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
  Renton, WA

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2012; 2.SKAGEN TAX SERVICES, 1/01/05, TAX PREPARATION, 2-4HR/WK, $800-1200PER/YR. APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 24; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: SKAGEN INSURANCE AGENCY, INC. ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: HEALTH INSURANCE AGENCY; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: PRESIDENT/PRODUCER/OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: EDUCATING AND SIGNING PEOPLE UP FOR APPROPRIATE HEALTH INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2000-03-09

Designations

• Certified Financial Planner