Lloyd Leuthner is a CFP-designated registered investment advisor, based in Green Bay, WI, with 31 years of industry experience.
Location
1792 E Mason St, Green Bay, WI, 54302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lloyd is involved in tax preparation/accounting, life coaching, and operates under the DBA Leuthner Financial. He also works as an insurance agent for Clay Marketing Group, offering Medicare policies, term life insurance, and fixed annuities, and works full-time as a bookkeeping expert for Intuit.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Spelman & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.