Lloyd Adam Leuthner
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
31 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Financial Specialists LLCOct 2025 to now
- IntuitJan 2023 to now
- Lloyd LeuthnerOct 2020 to now
- Woodlawn CemeteryJan 2015 to now
- Lloyd Leuthner CpaJan 1995 to now
- LPL Financial LLCJul 2018 to Sep 2025
- Cetera Advisor Networks LLCNov 2017 to Jun 2018
- Girard Securities, Inc.Sep 2002 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 2515241
- Firm CRD
- 105644