Lebeau Potgieter
Lebeau Potgieter is a registered investment advisor at Cetera Investment Advisers LLC, based in Leland, MI, with 18 years of industry experience. Lebeau 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
113 N. Main Street, Unit 2, Leland, MI, 49654
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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
Lebeau is a director at Fortress Wealth Management Partners LLC and a financial professional at Fortress Financial Advisors LLC. He also serves as a board member for The Pathfinder School and an advisory council member for Groundwork Center for Resilient Communities, and sells insurance and annuity products through Avantax, taking minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Avantax Investment Services, INC.Broker
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations28 states
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