Michael
Kurland

Cetera Investment Advisers LLC

CRD#1104923
Investment Advisor
in Towson, MD

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About this Advisor

Michael Kurland is a financial advisor based in Towson, Maryland, working with Cetera Investment Advisers LLC. Michael has previously held positions at Kurland Financial Services, Guardian Life Insurance, Mml Investors Services, Inc, Ohio National Financial Services, The O.N. Equity Sales Company, Securian Financial Services Inc, Minnesota Life Insurance Co, Securian Capital Of The Chesapeake, Mass Mutual, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Michael is part of Cetera Investment Advisers LLC, which operates out of Towson, Maryland. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Washington Ave Ste 307
Towson, MD 21204

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

MD Average: $6,674,516,078
Total Number of Employees

6,648

MD Average: 44
Total Number of Accounts

423,554

MD Average: 2,564
Average Account Size

$246,648

MD Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Kurland Work History

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Securian Capital Of The Chesapeake

1997 - Present (27 years)

Kurland Financial Services

2019 - 2023 (4 years)

Securian Financial Services Inc

2019 - 2023 (4 years)

Minnesota Life Insurance Co

2018 - 2019 (1 year)

The O.N. Equity Sales Company

2014 - 2019 (5 years)

Ohio National Financial Services

1999 - 2018 (19 years)

Mml Investors Services, Inc

1999 - 2018 (19 years)

Mass Mutual

1998 - 2019 (21 years)

Guardian Life Insurance

Disclosures

Please visit the SEC profile of Michael Kurland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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