Michael D Partee

Current Employers

Employment History

• 06/2012 → 05/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 06/2012 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → 01/2023
  Charles Schwab & Co., Inc.
  Tampa, FL
• 05/2020 → 01/2023
  Charles Schwab Bank, Ssb
  Tampa, FL
• 01/2023 → 09/2025
  Avantax Investment Services Inc.
  Lakewood Ranch, FL
• 01/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Lakewood Ranch, FL
• 01/2023 → 09/2025
  Avantax Advisory Services
  Lakewood Ranch, FL
• 01/2023 → Present
  Aksala Wealth Advisors, Llc
  Lakewood Ranch, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lakewood Ranch, FL

Previous Registrations

• 2023-02-07 → 2025-09-05
  Avantax Advisory Services
  Lakewood Ranch, FL
  Ruskin, FL
• 2020-05-28 → 2023-02-10
  Charles Schwab & Co., Inc.
  Temple Terrace, FL
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2012-07-20 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
  Ponte Vedra Beach, FL
  Tampa, FL
• 2008-10-13 → 2012-07-05
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

2) AKSALA WEALTH ADVISORS, LLC POSITION: Wealth Advisor NATURE: Marketing and selling financial planning services to retail investors, marketing and providing fee-based investment management services to retail investors, marketing firm services to accounting/CPA firms, serving as financial planning and investment management partner for accounting and CPA firms, acquisition of existing books of business, recruiting advisors to join firm as W-2 or 1099 employees, providing administrative support for advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240, United States DESCRIPTION: Marketing services of the firm, calling prospects, serving as point of contact for CPA firms that partner with firm to provide financial planning and investment management,

Exams

• S66 Uniform Combined State Law Examination
  2008-10-10

Designations

Other Names

• Mike Partee
• Mike D Partee
• Michael David Partee
• Michael Partee
• Mike David Partee