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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-10
WI RA APPROVED 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10
  • WI RA
    APPROVED
    Since 2023-08-10

Branch Locations

1433 North Water St St 400/500, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2014 01/2020
Cardinal Stritch University Milwaukee WI 06/2003 11/2022
Carroll University Waukesha WI 01/2014 01/2021
Securian Financial Services Inc St. Paul MN 01/2020 08/2023
Minnesota Life Insurance Company Saint Paul MN 01/2020 08/2023
Ironwood Financial Group Milwaukee WI 01/2020 06/2022
Matc Milwaukee WI 08/2018 Present
North Star Resource Group Milwaukee WI 06/2022 Present
Cetera Wealth Services, Llc Milwaukee WI 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 02/2014 → 01/2020
    St Louis, MO
  • 06/2003 → 11/2022
    Cardinal Stritch University
    Milwaukee, WI
  • 01/2014 → 01/2021
    Carroll University
    Waukesha, WI
  • 01/2020 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 01/2020 → 08/2023
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 01/2020 → 06/2022
    Ironwood Financial Group
    Milwaukee, WI
  • 08/2018 → Present
    Matc
    Milwaukee, WI
  • 06/2022 → Present
    North Star Resource Group
    Milwaukee, WI
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Milwaukee, WI
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2020-01-15 → 2023-08-10
    Securian Financial Services, Inc.
    Milwaukee, WI
    Milwaukee, WI
    St. Paul, MN
  • 2014-06-23 → 2020-01-09
    Brookfield, WI
    St Louis, MO
    Milwaukee, WI
    Wauwatosa, WI
Other Businesses

1) MILWAUKEE AREA TECHNICAL COLLEGE POSITION: Employee NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 700 West State Street, Milwaukee WI 53233, United States DESCRIPTION: Teach an assortment of Associate Degree, courses in business, management and finance within an traditional and online format. 2) UNITED HEALTHCARE POSITION: Agent/Broker NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2021 ADDRESS: United Healthcare, 185 Asylum St FL 11, Hartford CT 06103-3402, United States DESCRIPTION: Activity is for a Health Care Producer/Agent. The appointment is sought to have the ability to off United Healthcare Benefit Plans to business clients if they desire a quote. 3) PRINCIPAL LIFE INSURANCE GROUP BENEFITS POSITION: Agent/Broker NATURE: Employer Group Insurance Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/27/2021 ADDRESS: 711 High Street, Des Moinees IA 50392, United States DESCRIPTION: Working with small and medium size business owners to offer Group Life, Short and Long Term Disability, Vision, Dental, Critical Illness and Accident Insurance as a group benefit to their employees. 4) NORTH STAR RESOURCE GROUP, MINNEAPOLIS, MN, INVESTMENT RELATED, Fixed Insurance AGENT, 06/2022-ONGOING, 10 HOURS PER MONTH, 10 TRADE HOURS. 5) GREATER MILWAUKEE FOUNDATION BOARD POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 101 W. Pleasant, Milwaukee WI 53212, United States DESCRIPTION: I participate on their community investment committee that give input on grant and focus areas of the foundation and on the investment committee that monitors and reviews the foundation endowment. The endowment is overseen by an external management company so the committee does not participate in any day to day investment decisions. 6). NAME OF OTHER BUSINESS: BLACK AND BROWN RUN AROUND; INVESTMENT RELATED: NO ADDRESS:1433 N. WATER ST STE-400 MILWAUKEE,WI; NATURE OF BUSINESS:NON-PROFIT; START DATE: 8/1/2026; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PLAN & CONDUCT ANNUAL CHARITABLE 5K WALK/RUN EVENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-29
  • S66 Uniform Combined State Law Examination
    2014-04-29
Other Names
  • Naryan Leazer

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