Michelle Lee Johnston

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

• 11/1993 → Present
  Timothy J. Burns, Cpa
  Rancho Cucamonga, CA
• 10/2006 → 10/2019
  1St Global Capital Corp.
  Rancho Cucamonga, CA
• 11/2007 → 10/2019
  1St Global Advisors, Inc.
  Rancho Cucamonga, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Rancho Cucamonga, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rancho Cucamonga, CA
• 11/1993 → Present
  Burns & Johnston Cpas And Business Advisors Llp
  Rancho Cucamonga, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rancho Cucamonga, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  Rancho Cucamonga, CA
  Knoxville, TN
• 2007-11-12 → 2019-10-25
  1St Global Advisors Inc
  Rancho Cucamonga, CA

Other Businesses

1) BURNS FINANCIAL SERVICES POSITION: REFERRING ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: null START DATE: ADDRESS: Rancho Cucamonga CA , United States DESCRIPTION: Provides financial services for clients. 2) TIMOTHY J. BURNS, CPA POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1993 DESCRIPTION: CPA firm 3) TIMOTHY J. BURNS, CPA (1) POSITION: CPA NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: NULL SECURITIES TRADING HOURS: NULL START DATE: 11/01/1993 DESCRIPTION: CPA firm 4) EXECUTOR OF TRUST POSITION: Executor NATURE: Helping to administer trust INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, DESCRIPTION: Checking signing and accounting reconciliation 5) LOYA IRREVOCABLE FAMILY TRUST POSITION: Executor NATURE: Assisting in administering trust INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: Check signing and accounting reconciliation 6) BURNS & JOHNSTON CPAS AND BUSINESS ADVISORS LLP POSITION: CPA/Partner NATURE: My role as partner and CPA of Burns & Johnston CPAs is to prepare Tax Returns, meet with clients, be the day to day contact for business clients, manage and train staff and acquire new business INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/29/1993 ADDRESS: 9620 Center Ave, Suite 160, Rancho Cucamonga CA 91730, United States DESCRIPTION: Tax Preparation, Financial Statements Prep, Meeting with Clients, Analyze and prepare company financials

Exams

• S66 Uniform Combined State Law Examination
  2007-09-14

Other Names

• Michelle Lee Howard