Joshua Lenners
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Renaissance FinancialOct 2025 to now
- Willow Creek Country ClubApr 2025 to Oct 2025
- EggsburghFeb 2025 to Mar 2025
- Renaissance FinancialJun 2024 to Aug 2024
- University of UtahAug 2021 to May 2025
- Forest Highlands Golf CourseApr 2019 to Oct 2023
- Flagstaff HighschoolAug 2017 to May 2021
- Forest Highlands Golf CourseApr 2017 to Oct 2017
- Northland Prep AcademyAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7810127
- Firm CRD
- 105644