MB
Michael E. Bell
CETERA INVESTMENT ADVISERS LLC
DRAPER, UT
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CRD#: 1130667
MB
Professional summary
Michael Earl Bell is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Draper, Utah and CETERA WEALTH SERVICES, LLC located in Draper, Utah.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIXED INSURANCE - LIFE, DISABILITY, ANNUITIES, LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: FIRST FINANCIAL NETWORK INSURANCE AGENCY, INVESTMENT RELATED: NO, ADDRESS: SAME AS BRANCH, NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS, POSITION/TITLE/RELATIONSHIP: BROKER, START DATE:, APPROX. NUMBER OF HOURS PER WEEK: 1, APPROX. NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PUT IN PLACE AGREEMENTS WITH CARRIERS AND SERVICE OTHER AGENCIES THAT ARE AFFILIATED 3. NAME OF OTHER BUSINESS: FIRST FINANCIAL NETWORK, LLC, DBA FINANCIAL NETWORK, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 01/02/2013, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: 38 W 13775 S, SUITE 300 DRAPER, UT 84020; NATURE OF BUSINESS: HOLDING ENTITY NAME; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: NONE, JUST HOLDING THE NAME; 5. NAME OF OTHER BUSINESS: BLG INVESTMENTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF OFFICE SPACE; 6. NAME OF OTHER BUSINESS: BELLWETHER INVESTMENTS, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: LLC, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDS FAMILY REAL ESTATE INVESTMENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Earl Bell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 118 W Winchester St Ste 101, Murray, UT 84107RIA
CRD#: 105644
DRAPER, UT
Current
May 31, 1995 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 38 W 13775 S, Ste 300, Draper, UT 84020Office #2: 118 W Winchester St Ste 101, Murray, UT 84107BD
CRD#: 13572
Draper, UT
Past
November 20, 1996 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
AMERICAN FORK, UT
Past
May 22, 1992 - May 31, 1995
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
June 16, 1983 - June 2, 1992
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/6/2021)
RR
Alaska(11/2/2015)
RR
Arizona(4/13/1999)
RR
Arkansas(4/3/2018)
RR
California(4/2/2012)
RR
Colorado(1/8/2016)
RR
Connecticut(2/13/2023)
RR
Florida(1/2/2013)
RR
Georgia(1/4/2018)
RR
Hawaii(1/4/2017)
RR
Idaho(5/31/1995)
RR
Illinois(11/20/2006)
RR
Indiana(6/27/2008)
RR
Iowa(1/8/2016)
RR
Kentucky(1/8/2016)
RR
Maine(1/8/2016)
RR
Maryland(1/3/2019)
RR
Massachusetts(8/16/2021)
RR
Michigan(1/4/2018)
RR
Minnesota(1/4/2018)
RR
Missouri(2/2/2007)
RR
Montana(1/8/2016)
RR
Nebraska(1/7/2021)
RR
Nevada(8/16/2005)
RR
New Jersey(1/5/2021)
RR
New Mexico(1/8/2016)
RR
New York(3/16/2015)
RR
North Carolina(1/5/2018)
RR
Ohio(4/14/2016)
RR
Oklahoma(1/6/2020)
RR
Oregon(11/2/2015)
RR
South Carolina(8/20/2019)
RR
South Dakota(1/9/2020)
RR
Texas(2/16/2006)
IAR
Texas(6/29/2023)
RR
Utah(5/31/1995)
IAR
Utah(6/29/2023)
RR
Vermont(1/5/2021)
RR
Virginia(1/4/2017)
RR
Washington(7/22/2010)
RR
West Virginia(1/14/2021)
RR
Wisconsin(1/4/2018)
RR
Wyoming(1/8/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
