# Michael Louis Koltz

Michael Louis Koltz is an investment adviser representative (IAR) with state registration records since 2007, appearing at 9 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2024-06-20 | 2025-09-05 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-02-14 | 2024-06-24 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2017-09-01 | 2018-02-14 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2015-03-05 | 2017-08-29 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-08-14 | 2014-11-05 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-07-22 | 2012-08-13 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-08-11 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-12-13 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3235009)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3235009.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.