Joseph William Leuchtmann

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

• 10/2011 → 06/2017
  Lpl Financial Llc
  St. Louis, MO
• 06/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2012 → Present
  Marathon Financial Planning
  Chesterfield, MO
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-10-31 → 2017-06-22
  Lpl Financial Llc
  St. Louis, MO
  San Diego, CA
  St Louis, MO
• 2005-03-02 → 2011-11-03
  Securities America Advisors, Inc.
  St. Louis, MO
  St Louis, MO
• 2001-05-07 → 2005-02-28
  Stifel, Nicolaus & Company, Incorporated
  Chesterfield, MO

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: MARATHON FINANCIAL PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SECURITIES BUSINESS START DATE: 2/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGE MONEY (3) NAME OF OTHER BUSINESS: UBER & LYFT INVESTMENT RELATED: NO ADDRESS: 1455 MARKET ST, SAN FRANCISCO, CA 94103 NATURE OF BUSINESS: CAR SERVICE START DATE: 03/2019 POSITION/TITLE/RELATIONSHIP: CONTRACTOR/DRIVER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: ON DEMAND RIDE SERVICE. (4) NAME OF OTHER BUSINESS: MARATHON FINANCIAL PLANNING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL EDUCATION PUBLISHING; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PUBLISHING A BOOK TO BE USED AS A MARKETING TOOL;

Exams

• S66 Uniform Combined State Law Examination
  1999-04-12

Designations

• Certified Financial Planner

Other Names

• Joseph William Leuchtmann
• Joseph William Leuchtmann