Levi Haight
Levi Haight is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 21 years of industry experience. Levi 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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
Levi is an insurance agent with Avantax Insurance Agency and/or Avantax Insurance Services, and services past insurance clients. He also owns Haight Wealth Group LLC (for tax purposes), Haight Wealth Properties LLC (owns his building), rental property, and Valiant Wealth Management (DBA for his advisory business); these activities take about 10-20% of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Harbour Investments, INC.Broker
Invest Financial CorporationBroker
Harbour Investments, INC.Broker
MML Investors Services, INC.Broker
State Registrations16 states
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