Michael Shane Starkey

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

• 08/2022 → Present
  Capital Financial Strategies Inc
  Jacksonville, FL
• 08/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 06/2022 → 08/2022
  Capital Financial Strategies Inc
  Jacksonville, FL
• 12/2019 → 05/2022
  Orange Beach High School
  Orange Beach, AL
• 12/2018 → 10/2019
  Defiance College
  Defiance, OH
• 12/2017 → 12/2018
  Henderson State University
  Arkadelphia, AR
• 12/2014 → 12/2017
  Dodge City Community College
  Dodge City, KS
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Foley, AL
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-01-20 → 2023-08-10
  Securian Financial Services, Inc.
  Jacksonville, FL
  Foley, AL
  St. Paul, MN

Other Businesses

CAPITAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 10199 Southside Blvd, #200, Jacksonville FL 32256, United States DESCRIPTION: Fixed Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-28
• S63 Uniform Securities Agent State Law Examination
  2022-12-12