Michael Patrick Flynn

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

• 03/1992 → 09/2025
  Avantax Investment Services, Inc.
  Baltimore, MD
• 10/1993 → 09/2025
  Avantax Advisory Services
  Baltimore, MD
• 12/1989 → Present
  Freestate Tax Associates Ltd
  Baltimore, MD
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Baltimore, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Winter Park, FL

Previous Registrations

• 1993-10-21 → 2025-09-05
  Avantax Advisory Services
  Ellicott City, MD

Other Businesses

FreeState Tax Associates LTD~'NIR'~1447 Light Steet~Baltimore~MD~21230~Accounting Services/Tax Preparation~Owner~12/1/1989~100hrs~5hrs~manage office and prepare returnsr|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-31
• S63 Uniform Securities Agent State Law Examination
  1994-08-26