Michael Garret Schutza

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

• 06/2020 → 07/2023
  Mml Investors Services Llc
  Shreveport, LA
• 07/2018 → 07/2023
  Massmutual Life Insurance Co
  Shreveport, LA
• 08/2012 → 07/2018
  Independent Broker
  Shreveport, LA
• 01/1998 → Present
  Cds Dental Studio Inc
  Bossier City, LA
• 07/2023 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Michael Schutza
  Benton, LA

Previous Registrations

• 2021-11-23 → 2023-08-02
  Mml Investors Services, Llc
  Shreveport, LA

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: 08/2007; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, & FIXED ANNUITIES; 2. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE; 3 NAME OF OTHER BUSINESS: CDS DENTAL STUDIO INC; INVESTMENT RELATED: NO; ADDRESS: 1550 NORTHGATE RD, BOSSIER CITY, LA 71112; NATURE OF BUSINESS: DENTAL LAB; START DATE: 1/1998 POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW AND OVERSEE FINANCIAL OFFICE RECORDS; 4. NAME OF OTHER BUSINESS: GIG WORKER SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRALS; START DATE : 09/2023; POSITION/TITLE/RELATIONSHIP: REFERER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REFER SELF EMPLOYED INDIVIDUALS TO GIG WORKER SOLUTIONS FOR SERVICES; 5. NAME OF OTHER BUSINESS: MICHAEL SCHUTZA; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL EDUCATION PUBLISHING; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR/AUTHOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WRITING EDUCATIONAL FINANCIAL-PLANNING ARTICLES FOR THIRD-PARTY PUBLICATION AND COORDINATING EDITORIAL REVISIONS FOR PUBLICATION

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05

Other Names

• Michael G. Schutza
• Michael Schutza