MM
Michael Muchortow
CETERA INVESTMENT ADVISERS LLC
SCHAUMBURG, IL 60173-2096
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CRD#: 4618020
MM
Professional summary
Michael Muchortow is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Schaumburg, Illinois and CETERA WEALTH SERVICES, LLC located in Rochester, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
2) Rochester Advisory Group LLC~800 W University Dr, Suite A~Rochester~MI~48307~Administrative~Other~1/1/2017~0hrs~0hrs~This entity was created as a conduit to pay the monthly rent related to shared office space among 4 Avantax advisors that run separate tax and financial planning practices. 3) Muchortow & Associates LLC~950 W. University, Suite 101~Rochester~MI~48307-1887~Tax Preparation/Accounting~Owner/Sole Proprietor~4/1/2002~50hrs~40hrs~Prepare tax returns and consult on accounting and business issues for individuals and small business owners. 4) HOPE COMMUNITY CHURCH POSITION: Elder NATURE: Serve on the Elder Board of the church which along with Pastors provide oversight of the church and its ministries INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 42259 Hayes Road, Sterling Heights MI 48313, United States DESCRIPTION: Serve in conjunction with 3 other Elders and the Senior Pastor of the church overseeing church ministries. Elder board meets monthly to review church organizational matters. 5)ANCHORPOINTE WEALTH ADVISORS POSITION: Advisor NATURE: Financial Services Practice. We are combining 3 separate practices into one enterprise. The 3 separate practices all housed in the same office suite are Craun Freeman, Wood Associates and Muchortow Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/28/2025 ADDRESS: 800 W University Dr. Suite A, Rochester MI 48307, United States DESCRIPTION: Financial Advisor 6)Muchortow & Associates LLC; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 40; 04/01/2002; 950 W. University, Suite 101 Rochester MI 48307-1887; Prepare tax returns and consult on accounting and business issues for individuals and small business owners.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Muchortow'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: 1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096Office #2: 800 W University Dr Suite A, Rochester, MI 48307RIA
CRD#: 105644
SCHAUMBURG, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 800 W University Dr Suite A, Rochester, MI 48307BD
CRD#: 13572
Rochester, MI
Past
September 23, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Rochester, MI
Past
February 10, 2003 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Rochester, 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
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
