DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michelle Rene Pommeranz

Cetera Investment Advisers LLCBD affiliatedCanton, Oh dual registrantIAPD 4013615

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michelle Renre Brown

At current firm

1 y

since Apr 1, 2025

In the industry

26 y

since May 16, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Apr 1, 2025 · Perrysburg, Oh
Strategic Blueprint, LLC independent RIA
Sep 13, 2019 to Apr 1, 2025 · Perrysburg, Oh
Bfc Planning, Inc. BD affiliated
Jun 13, 2018 to Sep 13, 2019 · Perrysburg, Oh
Huntington Financial Advisors BD affiliated
Aug 31, 2015 to Jun 27, 2018 · Holland, Oh
Citizens Securities, Inc. BD affiliated
Jun 13, 2007 to Aug 20, 2015 · Maumee, Oh
Uvest Financial Services Group, Inc. unclassified
Feb 17, 2004 to Mar 1, 2005 · Temperance, Mi
Morgan Stanley Dw Inc. unclassified
Mar 2, 2001 to Feb 3, 2004 · Perrysburg, Oh

Moves

a registration end followed by a registration begin elsewhere

Strategic Blueprint, LLC to Cetera Investment Advisers LLC
left Apr 1, 2025, registered Apr 1, 2025 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
Bfc Planning, Inc. to Strategic Blueprint, LLC
left Sep 13, 2019, registered Sep 13, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Huntington Financial Advisors to Bfc Planning, Inc.
left Jun 27, 2018, registered Jun 13, 2018 (-14 days) · Affiliated broker-dealer or bank to another
Citizens Securities, Inc. to Huntington Financial Advisors
left Aug 20, 2015, registered Aug 31, 2015 (11 days) · Other
Uvest Financial Services Group, Inc. to Citizens Securities, Inc.
left Mar 1, 2005, registered Jun 13, 2007 (834 days) · Other
Morgan Stanley Dw Inc. to Uvest Financial Services Group, Inc.
left Feb 3, 2004, registered Feb 17, 2004 (14 days) · Other

Signals

Michelle Rene Pommeranz left Strategic Blueprint, Llc for Cetera Investment Advisers Llc (registered 2025-04-01)
Apr 1, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address