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Lebeau P

Series 66

Leland, MI

Cetera

Lebeau Potgieter is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Cetera. He has held roles at firms including Avantax and Voya Financial Advisors. Outside of his advisory work, Potgieter serves on the boards of The Pathfinder School and the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community issues in Northern Michigan. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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