Michael Stuart Rankin

Current Employers

Employment History

• 04/2016 → 05/2020
  Kestra Financial Services, Inc.
  Austin, TX
• 05/2020 → Present
  Relational Advisors
  Irvine, CA
• 08/2020 → 03/2026
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2020 → 03/2026
  Sageview Advisory Group, Llc
  Irvine, CA
• 06/2023 → 03/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Global Retirement Partners Llc
  San Rafael, CA

Previous Registrations

• 2020-10-11 → 2026-04-02
  Creative Planning Institutional Advisors, Llc
  Irvine, CA
  Irving, CA
• 2023-06-29 → 2023-12-07
  Cetera Investment Advisers Llc
  Irvine, CA
  Newport Beach, CA
• 2020-08-11 → 2023-06-29
  Cetera Wealth Services, Llc
  Irvine, CA
  Newport Beach, CA
• 2016-04-18 → 2020-06-17
  Kestra Advisory Services, Llc
  Newport Beach, CA
  Irvine, CA
  Austin, TX
• 2015-06-24 → 2016-09-22
  Kestra Investment Services, Llc
  Newport Beach, CA
  Irvine, CA

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/1994; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; (2) NAME OF OTHER BUSINESS: NEWPORT HARBOR HIGH SCHOOL AQUATIC BOOSTERS; INVESTMENT RELATED: NO; ADDRESS: NEWPORT BEACH, CA 92659; NATURE OF BUSINESS: SCHOOL SPORTS; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR COORDINATING BOARD MEETINGS; (3) NAME OF OTHER BUSINESS: RELATIONAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / EMPLOYEE BENEFITS; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OWNER - PROVIDE FINANCIAL SERVICES AND EMPLOYEE BENEFITS; (4) NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE ; START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT ; 4. NAME OF OTHER BUSINESS: RELATIONAL INSURANCE SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: OWNER - OFFER FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-23
• S63 Uniform Securities Agent State Law Examination
  1994-09-29

Other Names

• Mike Rankin
• Michael Stuart Rankin