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Advisors / Minnesota / Edina
30yrs

Michael Ferrell

Financial advisor at Cetera Investment Advisers

Michael Ferrell has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Edina, Minnesota. After four years at Voya Financial Advisors, Michael joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 600 advisors with offices in Edina, and one of 488 fiduciaries.

Edina, MN 55436Top 15% by experience in MinnesotaFiduciary advisor

At a glance

Experience30 years (since 1996)
How that compares ?Top 15% by experience in Minnesota
Office4930 Lincoln Drive, Edina, MN 55436
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2017 – 2021

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Ferrell. Michael works from the Edina, MN office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1996, about 30 years. Top 15% by experience in Minnesota.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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