Michael Scott Blanchard

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

• 02/2015 → 08/2024
  Prospera Financial Services
  Dallas, TX
• 08/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 08/2024 → Present
  Cetera Investment Advisors Llc
  Schaumburg, IL

Previous Registrations

• 2015-02-18 → 2024-08-15
  Prospera Financial Services, Inc.
  Charlotte, NC
  Dallas, TX
• 2010-01-20 → 2015-02-13
  Capital Guardian Wealth Management, Llc
  Charlotte, NC
  Miami, FL
• 2009-11-25 → 2010-02-02
  Gunnallen Financial, Inc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2004-12-15 → 2009-11-17
  Edward Jones
  Charlotte, NC
• 2004-10-20 → 2004-12-15
  Banc Of America Investment Services, Inc.
  Charlotte, NC
• 2002-09-04 → 2004-10-20
  Quick & Reilly, Inc.
  Charlotte, NC

Other Businesses

1.NAME OF OTHER BUSINESS: S&J BLANCHARD & ASSOCIATES INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 12/2007 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: MANAGING RENTAL PROPERTY 2. NAME OF OTHER BUSINESS: BLANCHARD FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADRESS NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS 3. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADRESS NATURE OF BUSINESS: FINANCIAL SERVICES START DATE:08/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-08
• S63 Uniform Securities Agent State Law Examination
  1999-05-13

Other Names

• Scott Blanchard