Lance Ricardo Lesage

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

• 05/2022 → 04/2024
  Northwestern Mutual
  Fort Lauderdale, FL
• 05/2024 → 08/2024
  North Shore Bank
  Brookefield, WI
• 08/2021 → Present
  Purdue University
  West Lafayette, IN
• 08/2017 → 05/2021
  Saint Thomas Aquinas High School
  Fort Lauderdale, FL
• 04/2015 → 05/2017
  Beachside Montessori Village
  Hollywood, FL
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Fox Point, WI
• 04/2025 → Present
  North Shore Bank
  Fox Point, WI

Other Businesses

ASSISTANT SWIM COACH AT SCHROEDER AQUATICS; 6 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2025-07-16

Other Names

• Lance Ricardo Lesage
• Lance Ricardo Lesage