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Michelle Denise Koneman

Cetera Investment Advisers LLC

Chatsworth, GA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-05
  • GA RA
    APPROVED
    Since 2025-09-05

Branch Locations

123 N 2Nd Ave, Chatsworth, GA 30705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huggins Bookkeepig & Tax Service Chatsworth GA 06/2014 Present
Avantax Advisory Services Chatsworth GA 07/2021 09/2025
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2014 → Present
    Huggins Bookkeepig & Tax Service
    Chatsworth, GA
  • 07/2021 → 09/2025
    Avantax Advisory Services
    Chatsworth, GA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-10-20 → 2025-09-05
    Avantax Advisory Services
    Chatsworth, GA
    Dallas, TX
Other Businesses

1) KONEMAN FINANCIAL POSITION: owner, Investment Advisor Representative NATURE: Wealth management and advisory specialist with Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2023 ADDRESS: 123 N 2nd Ave, PO Box 45, Chatsworth GA 30705, United States DESCRIPTION: Business Owner Investment advisory Retirement planning and advisory Wealth management advisor 2) Huggins Bookkeeping &Tax Service; owner; individual and corporate income tax preparation, business state tax assistance, small-business bookkeeping; IR; 130; 06/01/2014; PO Box 45 Chatsworth GA 30705; Individual income tax preparation Small business income tax preparation Small business bookkeeping Client tax planning Meeting with individual clients for yearly planning*once licensed I will provide financial and investment advise

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
Other Names
  • Michelle Denise Huggins
  • Michele D Huggins
  • Michelle D Huggins

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