Michelle Lynn Tolmoff

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

• 09/2015 → Present
  Gte Federal Credit Union
  Tampa, FL
• 09/2015 → Present
  Cetera Investment Advisers Llc
  Tampa, FL
• 09/2015 → Present
  Cetera Investment Services Llc
  St.CLoud, MN

Previous Registrations

• 2014-06-12 → 2015-09-21
  Investment Centers Of America, Inc.
  Tampa, FL
  Tampa, FL
• 2012-02-29 → 2014-05-13
  Lpl Financial Llc
  Torrington, CT
  Canton, CT
  Litchfield, CT
  West Hartford, CT
• 2011-09-19 → 2012-01-23
  Northwestern Mutual Investment Services, Llc
  West Hartford, CT
• 2010-08-12 → 2011-09-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
• 2010-01-08 → 2010-09-08
  Uvest Financial Services Group, Inc.
  Torrington, CT
  Canton, CT
  Winsted, CT
  Torrington, CT
  Litchfield, CT

Other Businesses

1. ALONG WITH BANK ROLE, COMMUNITY ENGAGEMENT FOR GTE CREDIT UNION. 2. GTE FINANCIAL / GTE SELECT GROUP, RELATIONSHIP ADVISOR, PROVIDE CONCEIRAGE SERVICE AND REFERRALS TO LOAN ORIGINATORS

Exams

• S66 Uniform Combined State Law Examination
  2007-03-19

Other Names

• Michelle Lynn Jensen
• Michele Lynn Jensen
• Michele Lynn Tolmoff
• Michelle Lynn Jensen
• Michelle Lynn Tolmoff
• Michelle L Tolmoff