John Leo Chiappetta
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCFeb 2022 to now
- Kaizen Financial PartnersFeb 2022 to now
- Kaizen LPJan 2022 to now
- Kaizen Management IncJan 2022 to now
- Root HG Inc.Jan 2017 to now
- Gb Road LLCJul 2016 to now
- Southport Financial Center LLCJul 2016 to now
- Scl Ii Cpa PlOct 2019 to Aug 2025
- Scl Cpa PlOct 2017 to Aug 2025
- Cambridge Investment Research Advisors, Inc.Feb 2016 to Feb 2022
- Cambridge Investment Research, Inc.Feb 2016 to Feb 2022
- Rpc of Wi IncFeb 2016 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4684789
- Firm CRD
- 105644