Lauren Margaret Berlean

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

• 01/2024 → 10/2025
  Cambridge Investment Research, Inc.
  Phoenix, AZ
• 07/2023 → 12/2023
  Cambridge Investment Research, Inc.
  Phoenix, AZ
• 08/2020 → 05/2023
  Ohio University
  Athens, OH
• 08/2019 → 05/2020
  Youngstown State University
  Youngstown, OH
• 05/2019 → 01/2021
  Longhorn Steakhouse
  Boardman, OH
• 08/2016 → 08/2019
  Canfield High School
  Canfield, OH
• 05/2022 → 12/2022
  Ohio University
  Athens, OH
• 07/2022 → 12/2022
  Ohio University
  Athens, OH
• 03/2024 → 10/2025
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
• 10/2025 → Present
  Renaissance Financial
  Phoenix, AZ
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-15 → 2025-10-10
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
  Laveen, AZ
  Phoenix, AZ

Other Businesses

1. NAME OF OTHER BUSINESS:RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: PORTFOLIO SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: CONSTRUCT AND MONITOR CLIENTS' PORTFOLIOS AS WELL AS OTHER ADMINISTRATIVE DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2023-05-18

Other Names

• Lauren Margaret Thomas