Lauren Plesmid
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Glass Financial AdvisorsApr 2025 to now
- Cetera Wealth Services, LLCMar 2025 to now
- Sea-land Chemical CompanyDec 2022 to Mar 2025
- Unemployed- At CollegeSep 2022 to Nov 2022
- American GreetingsMay 2022 to Aug 2022
- Unemployed- At CollegeSep 2021 to Apr 2022
- The Point Salon and SpaMay 2021 to Aug 2021
- Unemployed- At CollegeJun 2019 to Apr 2021
- Darice incMay 2019 to May 2019
- Unemployed- At CollegeMay 2018 to Apr 2019
- Stonehouse GrillJun 2016 to Apr 2018
- Westlake HighschoolOct 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8068450
- Firm CRD
- 105644