Michael R. Anliker
CETERA INVESTMENT ADVISERS LLC
GLEN ALLEN, VA 23059
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CRD#: 3244116
Professional summary
Michael Robert Anliker, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Glen Allen, Virginia and CETERA FINANCIAL SPECIALISTS LLC located in Glen Allen, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 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. NAME OF OTHER BUSINESS: MICHAEL R. ANLIKER, CPA, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING SERVICES; START DATE: 08/1994; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF CPA FIRM - TAX PREPARATION. 2) ANLIKER FINANCIAL MANAGEMENT LLC, DBA NAME FOR INVESTMENT PRACTICE, INV RELATED: 3) NAME OF OTHER BUSINESS: KASMAR LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: RECORD KEEPING ; 4) NAME OF OTHER BUSINESS: HICKORY CORNER OFFICE CONDOMINIUM UNIT OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 5380 TEIN HICKORY RD GLEN ALLEN, VA 23059; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.15; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REPRESENT INTEREST OF OFFICE CONDOMINIUM UNIT COMMUNITY, DISCUSS AND APPROVE ANNUAL BUDGET;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Anliker'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®
CFP®
Start date: 2005
Experience
Current
December 10, 2003 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5320 Twin Hickory Rd, Glen Allen, VA 23059RIA
CRD#: 105644
GLEN ALLEN, VA
Current
July 2, 1999 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 5320 Twin Hickory Rd, Glen Allen, VA 23059BD
CRD#: 10358
Glen Allen, VA
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
Connecticut(6/13/2008)
RR
Florida(8/27/2007)
RR
South Carolina(1/3/2023)
RR
Texas(7/18/2007)
IAR
Texas(7/24/2010)
RR
Virginia(7/9/1999)
IAR
Virginia(12/10/2003)
RR
Wisconsin(1/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/23/2000
Corporate Securities Limited Representative ExaminationGeneral Industry/Product 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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Glen Allen, VA 23059TRUST BUT VERIFY
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