Leo Francis Klemme
Investment adviser representative at Cetera Investment Advisers LLC
50 yearsExperience
1 stateRegistered in
PFSDesignation
$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
50 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Firm Land LLCMar 2010 to now
- Kay Lee LLCSep 1996 to now
- Klemme & Co,P.C.Oct 1988 to now
- Leo KlemmeApr 1976 to now
- Avantax Advisory ServicesJun 2020 to Sep 2025
- Avantax Insurance Agency LLCJun 2020 to Sep 2025
- Avantax Investment Services, Inc.Jun 2020 to Sep 2025
- J & K z LLCApr 2019 to Dec 2025
- Benjamin Crossing Homeowners Association.incJan 2017 to Mar 2025
- Cetera Investment Advisers LLCMar 1999 to May 2020
- Cetera Financial Specialists LLCJul 1996 to May 2020
- United Health CareJan 1988 to Aug 2023
- GenworthJan 1988 to Oct 2021
- Mutual of OmahaJan 1988 to Oct 2021
- Lafayette Area Catholic Schools Foundation IncJun 1976 to Sep 2024
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 2737946
- Firm CRD
- 105644