LH
Levi A. Haight
CETERA INVESTMENT ADVISERS LLC
SCHAUMBURG, IL 60173-2096
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CRD#: 4743213
LH
Professional summary
Levi Arthur Haight is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Schaumburg, Illinois and CETERA WEALTH SERVICES, LLC located in Grand Haven, Michigan.
Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Levi has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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) Haight Wealth Group, LLC; Manager; This LLC is for tax purposes only. I use it to pay my employee's wages from it. It was what I was recommended to do.; NIR; HRS 0; HRS 0; 12/18/2015; 12 Washington St Grand Haven MI 49417; Manager. I set it up, now a lawyer maintains the books on it. I set it up for tax purposes. Outside of the name, nothing is required with the LLC. 2) Guardian Life Insurance; Insurance Sales & Service; Past Insurance Sales and service for Life and DI policies.; NIR; HRS 2; HRS 2; 01/02/2018; 12 Washington Street Grand Haven MI 49417; I take care of and service clients whom have Life and/or DI insurance with me from before my time with Avantax. 3) Haight Wealth Properties, LLC; Manager; I own the LLC that my building is placed in.; NIR; HRS 3; HRS 0; 02/18/2016; 12 Washington St Grand Haven MI 49417; As the manager of the LLC, I direct contractors to take care of work that needs to be done on the property. I receive monthly rent on the property that is direct deposited. 4) Rental Property; POS: Owner; NATURE: Farm and RV Rentals. We have Farm property that we developing for Hay growing and RV storage and Rentals. During the summer my family rents RV's and camper trailer for others enjoyment.; NIR; HRS 2; HRS: 0; START DATE: 12/10/2019; ADDR: 7705 Gooseneck Court West Olive MI 49460; My wife is the owner and she and I provide the funding for the Jericho farm and RV Rentals. I am not involved in the day to day operations. My family handles taking care of the RV's and the Rental process. 5) VALIANT WEALTH MANAGEMENT; Owner; This is the DBA that I use for my business. IR; HRS 20; HRS 20; 01/02/2016; 12 Washington St, STE 250, Grand Haven MI 49417, United States; I use this name for marketing and advertising my financial advisory business.
CRS (Client Relationship Summary) - RIA
Click below to view Levi Arthur Haight'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096Office #2: 333 Jackson Street Suite C, Grand Haven, MI 49417RIA
CRD#: 105644
SCHAUMBURG, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 333 Jackson Street Suite C, Grand Haven, MI 49417BD
CRD#: 13572
Grand Haven, MI
Past
August 2, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Grand Haven, MI
Past
July 30, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Grand Haven, MI
Past
December 1, 2015 - August 13, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
GRAND HAVEN, MI
Past
November 30, 2015 - August 13, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
GRAND HAVEN, MI
Past
September 21, 2010 - December 1, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
TROY, MI
Past
February 22, 2008 - December 1, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TROY, MI
Past
July 18, 2006 - February 28, 2008
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
WYOMING, MI
Past
July 5, 2005 - July 20, 2006
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
KALAMAZOO, MI
Past
June 2, 2005 - July 6, 2005
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
MADISON, WI
Past
June 3, 2004 - June 2, 2005
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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(9/23/2025)
RR
California(9/5/2025)
RR
Florida(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Maine(9/5/2025)
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
RR
Nebraska(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
