Leonard Wayne Metzl

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1985 → Present
  Leonard W. Metzl Cpa
  Oak Brook, IL
• 11/1988 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/1998 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2017 → Present
  Metzl Financial Services
  Elmhurst, IL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-09
• S63 Uniform Securities Agent State Law Examination
  1991-07-22