MC
Michelle L. Campbell
CETERA INVESTMENT ADVISERS LLC
SOUTHFIELD, MI 48076
Some features on this profile are disabled
CRD#: 4293498
MC
Professional summary
Michelle Lea Campbell, who also goes by Michelle Lee Campbell, Michelle Lee Gittins, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Southfield, Michigan and CETERA WEALTH SERVICES, LLC located in Southfield, Michigan.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michelle has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Lee Campbell | Michelle Lee Gittins
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.
DEN DEFENDERS YOUTH FOOTBALL POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: , Laingsburg MI , United States DESCRIPTION: Member LAKE VICTORIA PROPERTY OWNERS ASSOC POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: , Laingsburg MI , United States DESCRIPTION: Member WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2016 ADDRESS: , Novi MI , United States DESCRIPTION: Agent/Broker MICHELLE CAMPBELL CONSULTING LLC POSITION: Consultant NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2019 ADDRESS: 6545 Westview Drive, Laingsburg MI 48848, United States DESCRIPTION: My tax accountant wanted me to set up a LLC to run any fixed business through if possible. I don't plan to market this business as a thing. It's only for tax purposes to separate out my financial planning business from persona. Not sure of annual income or compensation. ELEVATING EXCELLENCE, INC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 6545 Westview Dr, Laingsburg MI 48848, United States DESCRIPTION: Originally approved as BNI Alaska, Inc. Had to change the name because of the franchise agreement not wanting to have the term BNI in the actual title of the business. Tax ID remains the same. Business is only done in Alaska. No clients will be solicited. WRESTLERS IN BUSINESS NETWORK POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/03/2019 ADDRESS: 330 Hostetter Rd, Manheim PA 17545, United States DESCRIPTION: Wrestlers in Business Network, a national, non-profit networking group for everyone that is passionate about the sport of wrestling. Theyare dedicated to advancing careers, businesses, personal growth, and the sport that we all love. Simply put, theyuse the common bond of wrestling to achieve great things for themembers and the sport. As a board member, I will be working with others to promote the Michigan Chapter of WIBN.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lea Campbell'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
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 20750 Civic Ctr Dr Ste 590, Southfield, MI 48076RIA
CRD#: 105644
SOUTHFIELD, MI
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 20750 Civic Center Drive Suite 590, Southfield, MI 48076BD
CRD#: 13572
Southfield, MI
Past
October 24, 2016 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Southfield, MI
Past
October 24, 2016 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Southfield, MI
Past
December 15, 2010 - October 26, 2016
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
December 13, 2010 - October 26, 2016
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
February 8, 2010 - December 13, 2010
SPC
RIA
CRD#: 110692
OKEMOS, MI
Past
July 19, 2007 - December 31, 2007
SPC
RIA
CRD#: 110692
OKEMOS, MI
Past
July 19, 2007 - December 13, 2010
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
OKEMOS, MI
Past
August 3, 2005 - May 29, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EAST LANSING, MI
Past
November 24, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 24, 2000 - May 29, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EAST LANSING, MI
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
Michigan(8/10/2023)
IAR
Michigan(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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
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.
