Kevin P Leibold
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Investment Services LLCApr 2026 to now
- Farmers & Merchants Trust CompanyApr 2026 to now
- Temple UniversityJan 2020 to now
- Prudential Annuities Distributors, IncSep 2024 to Nov 2025
- Pruco Securities, LLC.Nov 2010 to Aug 2024
- Prudential Insurance Company of AmericaAug 2006 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4264340
- Firm CRD
- 105644