Lennard Cuno Van der feltz
Investment adviser representative at Cetera Investment Advisers LLC
26 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
26 years in the industry.
- Cetera Investment Advisers LLCNov 2024 to now
- Cetera Advisors LLCNov 2024 to now
- Cornville Place for You LLCFeb 2020 to now
- Pinnacle Financial AdvisorsFeb 2015 to now
- Pinnacle Achievement Group LLCJan 2005 to now
- Knowledgetrax, LLCFeb 2000 to now
- Seros Financial LLCJul 2017 to Nov 2024
- United Planners Financial ServicesFeb 2015 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4630091
- Firm CRD
- 105644