Leah J Vanpoelvoorde
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Synergy Works FinancialMay 2026 to now
- Compass Real Estate-the Sharlane GroupOct 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Home Smart/sharlane GroupFeb 2022 to Feb 2026
- Voya Financial Advisors, Inc.Sep 2020 to Jun 2021
- Integrated Financial SolutionsSep 2020 to Sep 2020
- Voya Financial AdvisorsSep 2014 to Aug 2020
- Silvertree Financial LLCJun 2011 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 5888645
- Firm CRD
- 105644