Susan Marlene Leivas-sturner
Investment adviser representative at Cetera Investment Advisers LLC
34 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- H&r BlockJan 2022 to now
- Leivas Wealth ManagementJan 2022 to now
- Avantax Insurance Agency, Inc.Jun 2018 to Sep 2025
- Avantax Advisory ServicesSep 2012 to Sep 2025
- H & R BlockOct 2011 to Dec 2021
- Leivas Associates Inc., dba Leivas Tax Wealth ManaDec 2004 to Dec 2021
- Avantax Investment Services, Inc.Dec 2001 to Sep 2025
- Leivas, Kanouse & AssociatesJan 1997 to Dec 2021
- Leivas & AssociatesJan 1992 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2291784
- Firm CRD
- 105644