Michael Myles Harlan

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

• 06/1983 → 01/2025
  Rockoff Harlan Rasof, Ltd.
  Schaumburg, IL
• 11/2003 → Present
  Rhr Wealth Management, Llc
  Schaumburg, IL
• 07/2010 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2011 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2012 → Present
  Rhr Financial Services
  Schaumburg, IL
• 09/2017 → 01/2025
  Kutchins, Robbin, Diamond, Ltd
  Schaumburg, IL

Previous Registrations

• 2004-02-13 → 2010-11-03
  Rhr Wealth Management, Llc
  Skokie, IL

Other Businesses

1) NAME OF OTHER BUSINESS: RHR FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 4-10; APX NUMBER OF HOURS DURING TRADING HOURS: 4-10; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: APRIO ADVISORY GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA CONSULTING AND TAX SERVICES; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CPA PARTNER, PERFORMING AUDITING, CONDULTING AND TAX SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Designations

• Certified Financial Planner

Other Names

• Michael M Harlan