Michael Louis Koltz

Current Employers

Employment History

• 12/2014 → 08/2017
  Fifth Third Bank
  Augusta, GA
• 12/2014 → 08/2017
  Fifth Third Securities
  Augusta, GA
• 08/2017 → 06/2024
  Queensborough National Bank & Trust Company
  Augusta, GA
• 08/2017 → 02/2018
  Invest Financial Corporation
  Augusta, GA
• 02/2018 → 06/2024
  Lpl Financial Llc
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Investment Services, Inc.
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Augusta, GA
• 05/2024 → Present
  Jlmk Llc Dba Noble Oak Financial
  Augusta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-20 → 2025-09-05
  Avantax Advisory Services
  Augusta, GA
• 2018-02-14 → 2024-06-24
  Lpl Financial Llc
  Augusta, GA
  Savannah, GA
  Rincon, GA
  Savannah, GA
  Statesboro, GA
  Savannah, GA
  Wrens, GA
  Hephzibah, GA
  Thomson, GA
  Wadley, GA
  Grovetown, GA
  Louisville, GA
  Evans, GA
  Augusta, GA
• 2017-09-01 → 2018-02-14
  Invest Financial Corporation
  Appleton, WI
  Augusta, GA
• 2015-03-05 → 2017-08-29
  Fifth Third Securities, Inc.
  Augusta, GA
  Augusta, GA
  Augusta, GA
  Martinez, GA
• 2012-08-14 → 2014-11-05
  Wells Fargo Clearing Services, Llc
  Augusta, GA
• 2009-07-22 → 2012-08-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
• 2009-06-01 → 2009-08-11
  Morgan Stanley
  Augusta, GA
• 2007-12-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Augusta, GA
  Augusta, GA

Other Businesses

1) JLMK LLC DBA NOBLE OAK FINANCIAL POSITION: Organizer NATURE: Entity for Avantax related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2024 ADDRESS: 147 Davis Road, Suite B, Augusta GA 30907 DESCRIPTION: Owner /Partner in the financial services business. Provide Financial Planning, retirement planning, Income planning, Insurance Planning, Business Succession planning 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2009; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2007-12-07
• S63 Uniform Securities Agent State Law Examination
  2002-12-10

Other Names

• Michael Louis Koltz
• Michael Louis Koltz
• Michael Koltz