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Leonard Rowley

30 Years of Experience
Grand Haven, MI
Broker

Leonard Rowley is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Haven, MI, with 30 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Grand Haven, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leonard is a managing member of Get Barreled Apparel, an apparel design company, since July 2024. He spends a few hours per week selling apparel.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2018 - June 2021 · 3 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Bma Financial Services, INC.Broker
January 2001 - January 2002 · 1 yr
Waddell & Reed, INC.Broker
July 1995 - February 2001 · 5 yrs 7 mos
State Registrations5 states
FLGAMINCNV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.