CM
Christopher J. Michalak
AVANTAX PLANNING PARTNERS
Saline, MI 48176
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CRD#: 5101151
CM
Professional summary
Christopher John Michalak, CFP®, who also goes by Christopher J Michalak, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Saline, Michigan and CETERA INVESTMENT ADVISERS LLC located in Saline, Michigan.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Christopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher J Michalak
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) CARES Board Member 7265 Saline-Ann Arbor Rd~Saline~MI~48176 Other~1/1/2010~2hrs~0hrs~Board member task to advise and approve grants that help fund local agenda and community development. 2) LDFA Committee City of Saline 100 North Harris Street~Saline~MI~48176~Other~Director/Officer~6/1/2010~1hrs~0hrs~Advise Budget recommendations and approve monthly and annual business strategies for the Saline area via City of Saline.| 3)CAPSTONE TAX & FINANCIAL, INC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 01/01/2006 ADDRESS: 511 E Michigan Ave, Saline MI 48176, DESCRIPTION: Oversee all operations and prepare tax returns. 4)NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 511 E. Michigan Ave., Saline MI 48176; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/01/2020; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Michalak'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: 2009
Experience
Current
January 5, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 511 E Michigan Ave, Saline, MI 48176RIA
CRD#: 106237
Saline, MI
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 511 E Michigan Ave, Saline, MI 48176RIA
CRD#: 105644
Saline, MI
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 511 E Michigan Ave, Saline, MI 48176BD
CRD#: 13572
Saline, MI
Past
September 2, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
SALINE, MI
Past
March 30, 2006 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Saline, 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
Illinois(9/5/2025)
IAR
Michigan(1/5/2024)
RR
Michigan(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
