Michael Y. Hatchell

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

• 05/2015 → 01/2018
  Central Pacific Bank
  Honolulu, HI
• 06/2015 → 01/2018
  Lpl Financial Llc
  Honolulu, HI
• 01/2018 → 03/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2018 → 03/2019
  Cetera Investment Advisers Llc
  Honolulu, HI
• 01/2018 → 03/2019
  American Savings Bank
  Honolulu, HI
• 03/2019 → 03/2025
  Lpl Financial Llc
  Kaneohe, HI
• 03/2025 → 09/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2025 → 09/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schuamburg, IL

Previous Registrations

• 2025-03-31 → 2025-10-09
  Cambridge Investment Research Advisors, Inc.
  Kaneohe, HI
• 2019-03-18 → 2025-04-02
  Lpl Financial Llc
  Kaneohe, HI
  Portland, OR
  Kaneohe, HI
• 2018-01-19 → 2019-02-21
  Cetera Investment Advisers Llc
  Honolulu, HI
• 2015-06-03 → 2018-01-24
  Lpl Financial Llc
  Honolulu, HI
  Honolulu, HI
  San Diego, CA
  Honolulu, HI
• 2015-01-02 → 2015-05-29
  Msi Financial Services, Inc.
  Honolulu, HI
• 2014-09-10 → 2015-01-02
  New England Securities
  Honolulu, HI

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: 10/2024; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS:5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: PAT'S AT PUNALUU; INVESTMENT RELATED: NO; ADDRESS: HAUULA, HI 96717; NATURE OF BUSINESS: VACATION RENTALS; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATING A MONTHLY TREASURER'S REPORT FOR BOARD MEETINGS, ATTENDING BOARD MEETINGS, VOTING ON ASSOCIATION MATTERS, AND CREATING ANNUAL ASSOCIATION BUDGET; 3. NAME OF OTHER BUSINESS: OHANA WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY/FINANCIAL PLANNING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR ALL BUSINESS ACTIVITIES ASSOCIATED WITH BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-21
• S63 Uniform Securities Agent State Law Examination
  2011-09-30