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Naryan D. Leazer
CETERA INVESTMENT ADVISERS LLC
MILWAUKEE, WI 53202
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CRD#: 6291120
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Professional summary
Naryan David Leazer, who also goes by Naryan Leazer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Milwaukee, Wisconsin and CETERA WEALTH SERVICES, LLC located in Milwaukee, Wisconsin.
Naryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Naryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Naryan Leazer
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) MILWAUKEE AREA TECHNICAL COLLEGE POSITION: Employee NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 700 West State Street, Milwaukee WI 53233, United States DESCRIPTION: Teach an assortment of Associate Degree, courses in business, management and finance within an traditional and online format. 2) UNITED HEALTHCARE POSITION: Agent/Broker NATURE: Service Industry INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2021 ADDRESS: United Healthcare, 185 Asylum St FL 11, Hartford CT 06103-3402, United States DESCRIPTION: Activity is for a Health Care Producer/Agent. The appointment is sought to have the ability to off United Healthcare Benefit Plans to business clients if they desire a quote. 3) PRINCIPAL LIFE INSURANCE GROUP BENEFITS POSITION: Agent/Broker NATURE: Employer Group Insurance Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/27/2021 ADDRESS: 711 High Street, Des Moinees IA 50392, United States DESCRIPTION: Working with small and medium size business owners to offer Group Life, Short and Long Term Disability, Vision, Dental, Critical Illness and Accident Insurance as a group benefit to their employees. 4) NORTH STAR RESOURCE GROUP, MINNEAPOLIS, MN, INVESTMENT RELATED, Fixed Insurance AGENT, 06/2022-ONGOING, 10 HOURS PER MONTH, 10 TRADE HOURS. 5) GREATER MILWAUKEE FOUNDATION BOARD POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 101 W. Pleasant, Milwaukee WI 53212, United States DESCRIPTION: I participate on their community investment committee that give input on grant and focus areas of the foundation and on the investment committee that monitors and reviews the foundation endowment. The endowment is overseen by an external management company so the committee does not participate in any day to day investment decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Naryan David Leazer'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
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1433 North Water St St 400/500, Milwaukee, WI 53202RIA
CRD#: 105644
MILWAUKEE, WI
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1433 North Water Street Suite 400/500, Milwaukee, WI 53202BD
CRD#: 13572
Milwaukee, WI
Past
January 15, 2020 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Milwaukee, WI
Past
January 15, 2020 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Milwaukee, WI
Past
June 23, 2014 - January 9, 2020
EDWARD JONES
RIA
CRD#: 250
WAUWATOSA, WI
Past
March 10, 2014 - January 9, 2020
EDWARD JONES
BD
CRD#: 250
WAUWATOSA, WI
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
Arkansas(4/7/2025)
RR
California(8/10/2023)
RR
District of Columbia(8/10/2023)
RR
Florida(8/14/2023)
RR
Georgia(8/10/2023)
RR
Illinois(8/10/2023)
RR
Kentucky(1/27/2025)
RR
Louisiana(8/10/2023)
RR
Maryland(8/10/2023)
RR
Massachusetts(9/8/2023)
RR
Michigan(8/10/2023)
RR
Minnesota(8/10/2023)
RR
Mississippi(3/22/2024)
RR
Missouri(8/10/2023)
RR
New Jersey(8/10/2023)
RR
Oklahoma(10/24/2024)
RR
Oregon(8/10/2023)
RR
Pennsylvania(8/10/2023)
RR
South Carolina(8/10/2023)
RR
Tennessee(8/10/2023)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Virginia(8/10/2023)
RR
Washington(8/10/2023)
RR
Wisconsin(8/10/2023)
IAR
Wisconsin(8/10/2023)
Exams
State Security Law 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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Milwaukee, WI 53202TRUST BUT VERIFY
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