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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-27 |
| IL | RA | APPROVED | 1998-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leonard W. Metzl Cpa | Oak Brook | IL | 09/1985 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/1988 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/1998 | Present |
| Metzl Financial Services | Elmhurst | IL | 12/2017 | Present |
1) LEONARD METZL CPA & ASSOC, INC ACCOUNTANT, SINCE 1/1/80, ACCTG & TAXES, 40 HRS/WK, PARTNER BRIAN SAVAGE; 2) GO CLUB FOUNDATION NFP, NOT INV REL, DIRECTOR OF 501 (C)(3) CHARITABLE EDUCATION FOUNDATION -TITLE: DIRECTOR, TREASURER, SINCE 6/1/03 - BOOKKEEPING FOR NFP, TAX EXEMPT, FOUNDATION, 1H/MNTH, PARTNERS: ROBERT HAMMERSCHMIDT, DENNIS HOGAN, STAN GAFFEY, KEN GASPAR, VINCENT SOLARNO; 3) 108 YORK ROAD PARTNERSHIP, NOT INV REL, RENTAL PROP, PARTNER, SINCE 1/1/97, 1H/WK, PARTNER: ROBERT FINNIGAN, CALVIN BOEUDER; 4) 4500 KOLIN LLC, NOT INV REL, RENTAL PROP, MBR, STARTED 8/4 - DUTIES: NONE, PARTNERS: CALVIN BOEUDER, CHARLES BOEUDER, ROBERT FINNIGAN; 5) CALVIN BOENDER, ROBERT FINNIGAN LLC - INVESTMENT IN RENTAL BUILDING; 6) METZL FINANCIAL SERVICES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 12/2017, REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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