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Levi Gunn

1 Year of Experience
Overland Park, KS
Broker

Levi Gunn is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 1 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7500 College Blvd Suite 800, Overland Park, KS, 66210

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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

Levi is an advisor at Renaissance Financial, a securities-related DBA, since July 2024. He dedicates full-time hours to providing advice to clients, with most of that time occurring during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 2 yrs 1 mo
State Registrations7 states
ARFLGAKSMONEOK
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.