Michelle K Kuhtenia

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

• 02/2015 → Present
  Clearguide Financial & Tax Services
  Galena, OH
• 07/2015 → 09/2025
  Avantax Investment Services, Inc.
  Galena, OH
• 11/2016 → 09/2025
  Avantax Advisory Services
  Galena, OH
• 12/2015 → 08/2022
  Bodine Perry Llc
  Columbus, OH
• 12/2015 → 12/2022
  Bodine Perry Llc
  Columbus, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Galena, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-11-25 → 2025-09-05
  Avantax Advisory Services
  Galena, OH

Other Businesses

1) Destination Delaware County Ohio Board of Trustees 34 Sandusky Street Delaware OH 43015 Board Position/Officer Other 7/18/2019 2hrs~2hrs~I was asked to fill a vacant board position as a representative of the Sunbury/Big Walnut Chamber of Commerce since I am a member in good standing of said Chamber. 2) Destination Delaware County Ohio Board of Trustees 34 Sandusky Street Delaware OH 43015 Board Position/Officer Other~1/1/2020~4hrs~4hrs I was nominated and approved to become the DDC Board of Trustees Treasurer effective for the 2020 calendar year. The Treasurer does have oversight over the financial transactions of the DDC Ohio visitor's bureau and has check signing authority. 3) CLEARGUIDE FINANCIAL & TAX SERVICES; Owner; Tax preparation; NIR; HRS 160; HRS 80; 02/01/2015; 2745 Pointewood Loop, Galena OH 43021; Tax preparation and tax planning services and very small amount of bookkeeping services 4) NAME OF OTHER BUSINESS: UNITED PENTECOSTAL FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 36 RESEARCH PARK COURT, WELDON SPRING, MO 63304; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: CHAIRPERSON AND BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF THE ACTIVITIES OF THE UNITED PENTECOSTAL FOUNDATION; 5) CASA FRIEDE LLC POSITION: Sole Owner &Managing Member NATURE: Personal/Family LLC formed for the purpose of holding out of state vacation home. Home sold several years ago, LLC does not hold any other properties or assets and has no business or other financial activity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2017 ADDRESS: Attn: Michelle Kuhtenia, 2745 Pointewood Loop, Galena OH 43021, United States DESCRIPTION: Single member LLC formed effective 6/14/17 to hold our personal vacation home which was subsequently sold.I (Michelle Kuhtenia) am the sole member of the LLC. The state registration of the LLC is maintained, but no activity otherwise.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-22
• S63 Uniform Securities Agent State Law Examination
  2015-11-17