Lauren Margaret Berlean
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Renaissance FinancialOct 2025 to now
- Cambridge Investment Research Advisors, Inc.Mar 2024 to Oct 2025
- Cambridge Investment Research, Inc.Jan 2024 to Oct 2025
- Cambridge Investment Research, Inc.Jul 2023 to Dec 2023
- Ohio UniversityAug 2020 to May 2023
- Youngstown State UniversityAug 2019 to May 2020
- Longhorn SteakhouseMay 2019 to Jan 2021
- Canfield High SchoolAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7775544
- Firm CRD
- 105644