Michael William Cryan

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

• 01/1986 → Present
  Michael W. Cryan, Cpa
  Toledo, OH
• 08/1992 → 09/2025
  Avantax Investment Services, Inc.
  Toledo, OH
• 09/1993 → 09/2025
  Avantax Advisory Services
  Toledo, OH
• 07/1995 → 09/2025
  Avantax Insurance Agency, Llc
  Toledo, OH
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lake Suzy, FL

Previous Registrations

• 2000-01-01 → 2025-09-05
  Avantax Advisory Services
  Toledo, OH
  Lake Suzy, FL

Other Businesses

michael w. cryan, cpa~'NIR'~5858 secor rd~toledo~OH~43623~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/1993~140hrs~110hrs~prepare taxex, financial statements|

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-03

Designations

• Certified Financial Planner

Other Names

• Michael Cryan