Lance Ricardo Lesage
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- North Shore BankApr 2025 to now
- Purdue UniversityAug 2021 to now
- North Shore BankMay 2024 to Aug 2024
- Northwestern MutualMay 2022 to Apr 2024
- Saint Thomas Aquinas High SchoolAug 2017 to May 2021
- Beachside Montessori VillageApr 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7523387
- Firm CRD
- 105644