JL
CFP
JL
CFP

Joseph Leuchtmann

26 Years of Experience
Chesterfield, MO
BrokerSells Insurance

Joseph Leuchtmann is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chesterfield, MO, with 26 years of industry experience. Joseph 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

16523 Wildhorse Creek Road Unit# 1111, Chesterfield, MO, 63017

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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 ActivitiesSells Insurance

Joseph sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also manages money through Marathon Financial Planning, spending nearly full-time hours on this activity, and works as a contractor/driver for Uber & Lyft.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2017 - June 2023 · 6 yrs
LPL Financial LLC
October 2011 - June 2017 · 5 yrs 8 mos
LPL Financial LLCBroker
October 2011 - June 2017 · 5 yrs 8 mos
Securities America Advisors, INC.
March 2005 - November 2011 · 6 yrs 8 mos
Securities America, INC.Broker
February 2005 - November 2011 · 6 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated
May 2001 - February 2005 · 3 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2001 - February 2005 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
March 1999 - March 2001 · 2 yrs
State Registrations7 states
FLILKSMONCORTX
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.