Susan Marlene Leivas-Sturner

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

• 01/1997 → 12/2021
  Leivas, Kanouse & Associates
  Riverside, CA
• 01/1992 → 12/2021
  Leivas & Associates
  Riverside, CA
• 12/2001 → 09/2025
  Avantax Investment Services, Inc.
  Riverside, CA
• 10/2011 → 12/2021
  H & R Block
  Riverside, CA
• 12/2004 → 12/2021
  Leivas Associates Inc., Dba Leivas Tax Wealth Mana
  Riverside, CA
• 09/2012 → 09/2025
  Avantax Advisory Services
  Riverside, CA
• 06/2018 → 12/2021
  Avantax Insurance Agency, Inc.
  Dallas, TX
• 09/2018 → 09/2025
  Avantax Insurance Agency, Llc.
  Dallas, TX
• 01/2022 → Present
  Leivas Wealth Management
  Riverside, CA
• 01/2022 → Present
  H&R Block
  Riverside, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Riverside, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-09-17 → 2025-09-05
  Avantax Advisory Services
  Riverside, CA

Other Businesses

1) LEIVAS WEALTH MANAGEMENT POSITION: Owner NATURE: Avantax Advisor INVESTMENT RELATED: No; NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 6370 Brockton Avenue, Suite A, Riverside CA 92506, United States; DESCRIPTION: Business Owner 2) H&R BLOCK POSITION: Employee NATURE: Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 6370 Brockton Avenue, Suite E, Riverside CA 92506, United States; DESCRIPTION: Enroll Agent preparing tax returns 3) RENTAL HOUSE -PIPER BAY POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 1790 Piper Bay, Lake Havasu City AZ 86404, United States; DESCRIPTION: Residential Rental Property 4) SOCAL WEALTH ADVISORS POSITION: Corporate Officer NATURE: Comp for advise and product sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2023 ADDRESS: 8340 Alilison Ave, Le Mesa CA 91942, United States DESCRIPTION: Manage Client Relationships

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-07
• S63 Uniform Securities Agent State Law Examination
  2003-01-21

Other Names

• Susan Marlene Leivas
• Susan Marlene Leivas