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Rick Lengacher

16 Years of Experience
Goshen, IN
Broker

Rick Lengacher is a registered investment advisor at Cetera Investment Advisers LLC, based in Goshen, IN, with 16 years of industry experience. Rick 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

58054 Cobblestone Road, Goshen, IN, 46528

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rick works full-time as a DP/Branch Compliance Manager for Everence, providing financial and investment services. He also dedicates minimal time per week as a Sunday School/Education Coordinator for Pleasant View Church.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
February 2017 - February 2025 · 8 yrs
Concourse Financial Group Securities, INC.Broker
November 2016 - February 2025 · 8 yrs 3 mos
Mma Securities, INC.Broker
February 2004 - August 2008 · 4 yrs 6 mos
Proequities, INC.Broker
September 2001 - September 2008 · 7 yrs
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rick Lengacher - Financial Advisor | TrueAdvisor