Susan Priester Leonard

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

• 01/2008 → 11/2020
  Owens Financial Group
  Rome, GA
• 01/2012 → Present
  Cetera Advisors Llc
  Denver, CO
• 11/2020 → Present
  Owens Financial Group, Llc
  Rome, GA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-11-29 → 2006-11-02
  Cetera Advisors Llc
  Rome, GA
  Rome, GA

Other Businesses

1. NAME OF OTHER BUSINESS: OWENS FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: PATHWAY PLANNING, INC.; INVESTMENT RELATED: YES; ADDRESS: 23 QUARTER HORSE DR NW ROME GA 30165; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2020; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 4. NAME OF OTHER BUSINESS: PLEASANT VALLEY NORTH BAPTIST CHURCH BUILDING TEAM, INVESTMENT RELATED: NO, ADDRESS: 735 OLD SUMMERVILLE RD NW, ROME, GA 30165, NATURE OF BUSINESS: CHURCH START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: VOLUNTEER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: SERVE WITH A GROUP OF CHURCH AND STAFF MEMBERS TO MEET WITH ARCHITECT(S) TO DECIDE IF WE SHOULD BUILD. WORK WITH THE CHURCH TO MAKE DECISIONS ABOUT RAISING FUNDS,; 5. NAME OF OTHER BUSINESS: ELOHEH EQUINE INC; INVESTMENT RELATED: NO; ADDRESS: 1509 TURNER RD NE, ROME, GA 30165; NATURE OF BUSINESS: BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS/TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: QUARTERLY BOARD MEETING, ACCOUNTING, RECONCILIATION, BUDGET SETTING; 6. NAME OF OTHER BUSINESS: SUSAN P LEONARD; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 06/25/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2005-09-12
• S63 Uniform Securities Agent State Law Examination
  2001-02-02

Designations

• Chartered Financial Consultant

Other Names

• Jan Priester Leonard
• Susan Janine Priester