AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MT

Michelle L. Tolmoff

CETERA INVESTMENT ADVISERS
TAMPA, FL 33602
Some features on this profile are disabled
CRD#: 4886597
MT
Michelle Lynn TolmoffCETERA INVESTMENT ADVISERS

Professional summary

Michelle Lynn Tolmoff, who also goes by Michele Lynn Jensen, Michelle Lynn Jensen, Michele Lynn Tolmoff, Michelle L Tolmoff, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tampa, Florida and CETERA INVESTMENT SERVICES LLC located in Tampa, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michelle has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Michele Lynn Jensen | Michelle Lynn Jensen | Michele Lynn Tolmoff | Michelle L Tolmoff

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Tolmoff's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 25, 2015 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 711 E Henderson Avenue, Tampa, FL 33602
RIA
CRD#: 105644
TAMPA, FL
Current

September 22, 2015 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 711 E Henderson Avenue, Tampa, FL 33602Office #2: 4202 W. Kennedy Blvd., Tampa, FL 33609Office #3: 140 S Meridian Ave, Tampa, FL 33602
BD
CRD#: 15340
TAMPA, FL
Past

June 12, 2014 - September 21, 2015

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
TAMPA, FL
Past

June 11, 2014 - September 21, 2015

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
TAMPA, FL
Past

February 29, 2012 - May 13, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
CANTON, CT
Past

February 29, 2012 - May 13, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
CANTON, CT
Past

September 19, 2011 - January 23, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
WEST HARTFORD, CT
Past

September 19, 2011 - January 23, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
WEST HARTFORD, CT
Past

August 12, 2010 - September 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HARTFORD, CT
Past

August 12, 2010 - September 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HARTFORD, CT
Past

January 8, 2010 - September 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
TORRINGTON, CT
Past

January 8, 2010 - September 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
TORRINGTON, CT
Past

December 19, 2006 - April 9, 2009

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
MERIDEN, CT

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
Colorado
(5/22/2024)
RR
Florida
(9/22/2015)
IAR
Florida
(9/25/2015)
RR
Minnesota
(6/6/2025)
RR
Missouri
(6/6/2025)
RR
New Hampshire
(1/23/2024)
RR
New York
(3/29/2023)
RR
Virginia
(9/24/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2006
General Securities Representative Examination
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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Tampa, FL 33602

TRUST BUT VERIFY

Monitor Michelle Tolmoff

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Klatt
Kyle KlattAdvisorCheck Check Mark
MML INVESTORS SERVICES, LLC
IAR
RR
Tampa, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
Gustavo Anthony Delgado Alicea
Gustavo Delgado AliceaAdvisorCheck Check Mark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IAR
RR
Brandon, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.