Michelle Denise Koneman

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

• 06/2014 → Present
  Huggins Bookkeepig & Tax Service
  Chatsworth, GA
• 07/2021 → 09/2025
  Avantax Advisory Services
  Chatsworth, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  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

• S65 Uniform Investment Adviser Law Examination
  2022-09-26

Other Names

• Michelle Denise Huggins
• Michele D Huggins
• Michelle D Huggins