Lloyd Adam Leuthner

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

• 09/2002 → 11/2017
  Girard Securities, Inc.
  Green Bay, WI
• 11/2017 → 06/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2018 → 09/2025
  Lpl Financial Llc
  Green Bay, WI
• 10/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2015 → Present
  Woodlawn Cemetery
  Green Bay, WI
• 01/1995 → Present
  Lloyd Leuthner Cpa
  Green Bay, WI
• 01/2023 → Present
  Intuit
  Green Bay, WI
• 10/2020 → Present
  Lloyd Leuthner
  Green Bay, WI

Previous Registrations

• 2018-07-16 → 2025-09-12
  Lpl Financial Llc
  Green Bay, WI
  Green Bay, WI
  Clearwater, FL
• 2017-11-01 → 2018-07-17
  Cetera Wealth Services, Llc
  Green Bay, WI
• 2017-08-09 → 2017-11-01
  Girard Securities, Inc.
  Green Bay, WI
  Green Bay, WI

Other Businesses

1) WOODLAWN CEMETERY; GREEN BAY WI; NON-INVESTMENT RELATED; BOARD MEMBER; SINCE 1/2015; 4 HRS/MO 2) LLOYD LEUTHNER CPA; SAME AS REGISTERED BUSINESS ADDRESS; NON-INVESTMENT RELATED; TAX PREPARATION SERVICE; CPA; 1/1995; 40 HRS/MO 3) INTUIT; SAME AS REGISTERED BUSINESS ADDRESS; NON-INVESTMENT RELATED ; TAX PREPARATION SERVICE; SUPPORT REP; 1/2023; 80 HRS/MO 4) LLOYD LEUTHNER; SAME AS REGISTERED BUSINESS ADDRESS; NON-INVESTMENT RELATED ;HEALTH INSURANCE; AGENT;10/2020; 20 HRS/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-31

Designations

• Certified Financial Planner