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Daniel Legner

Cetera Investment Advisers LLC

Shelby Township, MI

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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
MI RA APPROVED 2026-01-26
  • MI RA
    APPROVED
    Since 2026-01-26

Branch Locations

49785 Vandyke Ave, Shelby Township, MI 48317 • 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
Wells Fargo Clearing Services, Llc Saginaw MI 08/2023 Present
Wildfire Credit Union Saginaw MI 03/2021 05/2023
Lake Huron Credit Union Saginaw MI 07/2020 03/2021
Chemical Bank (Aerotek) Midland MI 01/2020 07/2020
Skywest Airlines Freeland MI 04/2019 01/2021
Dow (Kelly Services) Midland MI 10/2018 11/2018
Wilson Ford Lincoln Saginaw MI 04/2018 10/2018
Charter Communications Saginaw MI 12/2015 03/2018
Unemployed Saginaw MI 05/2023 08/2023
Unemployed Saginaw MI 11/2018 04/2019
Independent Bank Saginaw MI 01/2026 Present
Cetera Investment Services Llc Saginaw MI 01/2026 Present
Cetera Investment Advisers Llc Saginaw MI 01/2026 Present
  • 08/2023 → Present
    Wells Fargo Clearing Services, Llc
    Saginaw, MI
  • 03/2021 → 05/2023
    Wildfire Credit Union
    Saginaw, MI
  • 07/2020 → 03/2021
    Lake Huron Credit Union
    Saginaw, MI
  • 01/2020 → 07/2020
    Chemical Bank (Aerotek)
    Midland, MI
  • 04/2019 → 01/2021
    Skywest Airlines
    Freeland, MI
  • 10/2018 → 11/2018
    Dow (Kelly Services)
    Midland, MI
  • 04/2018 → 10/2018
    Wilson Ford Lincoln
    Saginaw, MI
  • 12/2015 → 03/2018
    Charter Communications
    Saginaw, MI
  • 05/2023 → 08/2023
    Unemployed
    Saginaw, MI
  • 11/2018 → 04/2019
    Unemployed
    Saginaw, MI
  • 01/2026 → Present
    Independent Bank
    Saginaw, MI
  • 01/2026 → Present
    Cetera Investment Services Llc
    Saginaw, MI
  • 01/2026 → Present
    Cetera Investment Advisers Llc
    Saginaw, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-06
S63 Uniform Securities Agent State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-11-06
  • S63 Uniform Securities Agent State Law Examination
    2025-04-23

View on SEC IAPD

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Other Investors

CHRISTOPHER SCOTT OHLERT
FRED WILLIAM KOBLER
RENAE SHANNON KOBLER
ALBERT DOUGLAS LALONDE
Katie Fredlund
Cory James Hamlin
JAMES MATTHEW TAFELSKI
JUSTIN CATTANEO

Other Offices

CETERA INVESTMENT ADVISERS LLC · SHELBY TOWNSHIP, MI
KAIZEN WEALTH MANAGEMENT, LLC · SHELBY TOWNSHIP, MI
CITIZENS SECURITIES, INC. · SHELBY TOWNSHIP, MI
LPL FINANCIAL LLC · SHELBY TWP, MI
SPC · SHELBY TWP, MI
LPL FINANCIAL LLC · SHELBY TOWNSHIP, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Shelby Township, MI
J.P. MORGAN SECURITIES LLC · UTICA, MI

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