Leonard Metzl
Leonard Metzl is a registered investment advisor at Cetera Investment Advisers LLC, based in Elmhurst, IL, with 37 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 N. York Road, Elmhurst, IL, 60126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonard is a partner at Leonard Metzl CPA & Assoc, Inc. since 1980, working full-time in accounting and taxes. He also holds positions in several other entities, including a Director/Treasurer role at GO Club Foundation NFP (minimal time), partner in 108 York Road Partnership (a few hours per week), member of 4500 Kolin LLC (no duties), and works full-time at Metzl Financial Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations17 states
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