Michael Andrew Wilhelm

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

• 07/2008 → 09/2019
  Summit Brokerage Services Inc
  Ft Myer, FL
• 07/2008 → 05/2021
  Summit Financial Group
  Ft Myers, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2008 → Present
  Michael A. Wilhelm Investments, Inc.
  Fort Myers, FL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-08-04 → 2021-05-20
  Summit Financial Group Inc
  Ft Myers, FL
• 2004-03-08 → 2008-07-02
  Raymond James & Associates, Inc.
  Fort Myers, FL
  Ft. Myers, FL

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: 05/1999; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND ANNUITIES; 2. NAME OF OTHER BUSINESS: ST. COLUMBKILLE CATHOLIC CHURCH; INVESTMENT RELATED: NO; ADDRESS: 12171 IONA ROAD, FORT MYERS, FL, 33908; NATURE OF BUSINESS: RELIGIOUS / CHURCH; START DATE: 12/2013; POSITION/TITLE/RELATIONSHIP: MEMBER OF THE FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: HELP CREATE AND MAINTAIN BUDGET FOR CHURCH WITH OTHER MEMBERS OF COMMITTEE. ASSIST IN CREATING IDEAS TO HELP RAISE MONEY FOR THE CHURCH; 3. NAME OF OTHER BUSINESS: BROWN & HAUGHT FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2008; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: MICHAEL A. WILHELM INVESTMENTS, INC INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING ENTITY; START DATE: 11/2008; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING ENTITY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-27
• S63 Uniform Securities Agent State Law Examination
  1999-01-08

Other Names

• Michael A Wilhelm