Michael Lee Lallathin

Current Employers

Employment History

• 05/2021 → Present
  Centrust Wealth Management, Inc.
  Fairlawn, OH
• 05/2019 → 03/2020
  Mills, Mills, Fiely, & Lucas (Mmfl)
  Canton, OH
• 07/2015 → 11/2021
  Self Employed
  Wadsworth, OH
• 02/2020 → 12/2020
  Discover Church
  Wadsworth, OH
• 01/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2021 → 01/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2022 → Present
  Financial Management Strategies, Inc
  Broadview Heights, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CENTRUST WEALTH MANAGEMENT, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SECURITIES/FINANCIAL PLANNING BUSINESS POSITION/TITLE/RELATIONSHIP: FINANCIAL/ADMINISTRATIVE ASSISTANT START DATE: 5/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: HELP OPEN ACCOUNTS, TAKE PHONE CALLS, HELP CLIENTS WHEN THEY NEED HELP, I HELP WITH THE 401K PLANS WE ARE ADVISORS ON, I RESEARCH STOCKS AND MUTUAL FUNDS FOR VICKI ELLINGER, AND HELP WITH FINANCIAL PLANNING/RETIREMENT PLANS THROUGH MONEYGUIDEPRO; 2. NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC - CRD# 120818; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 04/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: POA & BENEFICIARY FOR SECOND COUSINS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: POA & BENEFICIARY FOR SECOND COUSINS; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: POA & BENEFICIARY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: POA & BENEFICIARY FOR SECOND COUSINS;

Exams

• S66 Uniform Combined State Law Examination
  2022-03-17