Michael R. Kobs
CETERA INVESTMENT ADVISERS LLC | VP, Enterprise Relationships & Business Consulting
WILLMAR, MN 56201
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CRD#: 1826626
Professional summary
Michael Richard Kobs is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Willmar, Minnesota and CETERA WEALTH SERVICES, LLC located in Willmar, Minnesota.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
2) Rfutures LLC~'NIR'~3020 Harbor Ln.~Plymouth~MN~55447~Rental Property Owner/Management~Owner/Sole Proprietor~5/1/2008~1hrs~0hrs~Sole Proprietor 3) MRK Financial Solutions, Inc.~'NIR'~3020 Harbor Ln No.~Plymouth~MN~55447~Independent Insurance Agent~President~8/1/1989~20hrs~0hrs~President.Also I do business consulting thru MRK Financial Solutions. 4) MWC Properties~'NIR'~3020 Harbor Ln. No.~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~2/1/2004~2hrs~0hrs~Partner 5) Advisor Net Insurance Rep~'NIR'~3020 Harbor Ln No~Plymouth~MN~55447~Independent Insurance Agent~Insurance Sales Agent~3/1/2004~8hrs~4hrs~Insurance 6) Newman ltc~'NIR'~3020 Harbor ln n~plymouth~MN~55447~Independent Insurance Agent~Insurance Sales Agent~8/15/2014~2hrs~2hrs~LTC ins. sales 7) MRK Management Services~'NIR'~3020 Harbor Ln No.~Plymouth~MN~55447~Other~Owner/Sole Proprietor~2/3/2009~20hrs~0hrs~Sole Proprietor 8) Wentworth Enterprice Center,LLC~'NIR'~3020 Harbor Ln No~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~President~3/1/2005~5hrs~0hrs~President 9) Real Estate~'NIR'~3020 Harbor Ln. No.~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~2/1/2005~5hrs~0hrs~Sole Proprietor 10) Estate of Steve Larvick~'NIR'~413 23rd Terrace East~Williston~ND~58801~Other~Other~4/24/2018~5hrs~4hrs~Consult with 2 other PRs regarding estate transactions and resolutions 11) Fiduciary Appointment-Trustee~'NIR'~416 23rd Terrace E~Williston~ND~58801~9/15/2020~1hrs~1hrs~None until Marvene passes.| 12) STEWARDS PLANNING GROUP POSITION: Chief Growth officer NATURE: Sale financial services and products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/10/2025 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: Help them grow by driving sustainable growth strategies, focusing on expanding market presence, increasing revenue streams, and enhancing customer engagement to achieve business objectives.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Richard Kobs'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1104 19th Ave Sw, Willmar, MN 56201RIA
CRD#: 105644
WILLMAR, MN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1104 19th Ave Sw, Willmar, MN 56201BD
CRD#: 13572
Willmar, MN
Past
January 6, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wayzata, MN
Past
April 1, 2002 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Willmar, MN
Past
November 24, 1989 - April 1, 2002
MARQUETTE FINANCIAL GROUP, INC.
BD
CRD#: 345
MINNEAPOLIS, MN
Past
August 17, 1989 - November 14, 1989
MARQUETTE FINANCIAL GROUP, INC.
BD
CRD#: 345
Past
May 25, 1988 - August 21, 1989
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
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
Alaska(9/5/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kansas(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
Missouri(9/5/2025)
RR
Montana(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
VP, Enterprise Relationships & Business ConsultingCRD#: 105644Willmar, MN 56201TRUST BUT VERIFY
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