Michael Francis Breslin

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

• 04/1997 → 01/2018
  Invest Financial Corp
  Tampa, FL
• 10/2007 → Present
  Marquette Bank
  Romeoville, IL
• 01/2018 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2018 → Present
  Cetera Investment Advisers Llc
  Hickory Hills, IL

Previous Registrations

• 1998-07-09 → 2018-01-08
  Invest Financial Corporation
  Naperville, IL
  Burr Ridge, IL
  Bolingbrook, IL
  Orland Park, IL
  Orland Park, IL
  Romeoville, IL
  Bolingbrook, IL
  Chicago, IL
  Hickory Hills, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-13
• S63 Uniform Securities Agent State Law Examination
  1993-02-16

Other Names

• Michael Breslin