Michael Bruce Prizer

Current Employers

Employment History

• 10/1991 → 09/2025
  Avantax Investment Services, Inc.
  Fountain Valley, CA
• 08/1994 → 09/2025
  Avantax Advisory Services
  Fountain Valley, CA
• 09/1994 → 09/2025
  Avantax Insurance Agency, Llc
  Fountain Valley, CA
• 01/2006 → Present
  Michael B. Prizer, Cpa A Professional Corp
  Fountain Valley, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fountain Valley, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-07-08 → 2025-09-05
  Avantax Advisory Services
  Garden Grove, CA
  Dallas, TX
  Fountain Valley, CA

Other Businesses

2) PURCHASE OF HOUSE TO REHAB AND SELL; POSITION: 20% owner NATURE: 20% owner in purchase of single family dwelling. Business purpose is to rehab the property and sell it within 1 year. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2021 ADDRESS: 18338 MOUNT CHERIE CIR, FOUNTAIN VALLEY CA 92708, United States DESCRIPTION: I have no management nor decision making responsibilities. I am simply an investor 3) ROADMAP WEALTH MANAGEMENT POSITION: Affiliated NATURE: I am affiliated with Roadmap as part of my eventual retirement and sale of my practice to them plan. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2023 ADDRESS: 18338 MOUNT CHERIE CIR, FOUNTAIN VALLEY CA 92708, United States DESCRIPTION: I provide investment services to my book of clients 4)Michael B. Prizer, CPA A Professional Corp; President; Used to report my income and expenses from my financial services activities to the State of CA and the IRS; NIR; 10; 01/01/2006; 18338 MOUNT CHERIE CIR FOUNTAIN VALLEY CA 92708; Sole owner and decision maker

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-08
• S63 Uniform Securities Agent State Law Examination
  1992-01-16