RL
Ronald P. Leuschen
CETERA INVESTMENT ADVISERS LLC
CAMP HILL, PA 17011
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CRD#: 2081432
RL
Professional summary
Ronald Patrick Leuschen, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Camp Hill, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Camp Hill, Pennsylvania.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Ronald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Long-term Care
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
APX NUMBER OF HOURS PER WEEK: VARIES
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH, AND ANNUITIES
2. NAME OF OTHER BUSINESS: L&Z PROPERTIES, LLC
INVESTMENT RELATED: NO
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: HOLDS OFFICE PROPERTY
START DATE: 5/2008
APX NUMBER OF HOURS PER WEEK: 1
APX NUMBER OF HOURS DURING TRADING HOURS: 1
BRIEF DESCRIPTION OF DUTIES: SET UP TO HOLD OFFICE PROPERTY
3. NAME OF OTHER BUSINESS: DBA, ADVANTAGE WEALTH MANAGEMENT
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR, CERTIFIED FINANCIAL PLANNER
4. NAME OF OTHER BUSINESS: RONALD LEUSCHEN - MEDICARE SUPPLEMENT
INVESTMENT RELATED: NO
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: SALES OF MEDICARE SUPPLEMENT INSURANCE
APX NUMBER OF HOURS PER WEEK: 4 - 5
APX NUMBER OF HOURS DURING TRADING HOURS: 4 - 5
BRIEF DESCRIPTION OF DUTIES: AGENT
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Patrick Leuschen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 25 S 35th St, Camp Hill, PA 17011RIA
CRD#: 105644
CAMP HILL, PA
Current
December 9, 2016 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 25 S 35th St, Camp Hill, PA 17011BD
CRD#: 13572
Camp Hill, PA
Past
December 9, 2016 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SEWICKLEY, PA
Past
July 11, 2003 - December 12, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CAMP HILL, PA
Past
September 10, 1990 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 10, 1990 - December 12, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CAMP HILL, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/5/2019)
RR
California(12/9/2016)
RR
Delaware(12/9/2016)
RR
Florida(12/9/2016)
RR
Kansas(1/16/2025)
RR
Maryland(12/9/2016)
RR
New Jersey(12/9/2016)
RR
New York(7/23/2019)
RR
North Carolina(12/13/2016)
RR
Pennsylvania(12/9/2016)
IAR
Pennsylvania(6/29/2023)
RR
South Carolina(5/13/2020)
RR
Texas(12/9/2016)
IAR
Texas(6/29/2023)
RR
Virginia(12/9/2016)
RR
Wyoming(12/9/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Camp Hill, PA 17011TRUST BUT VERIFY
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Contact information
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