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Lane J

Series 63, Series 65

Mandeville, LA

Cetera

Lane Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera since 2021 and previously spent a decade at Avantax Advisory Services. Johnson is also a partner and enrolled agent at Johnson Financial, LLC, where he provides tax and planning services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Steven J

CFP®, Series 63, Series 65

Mandeville, LA

Cetera

Steven Johnson is a CFP® with 23 years of industry experience, currently serving at Cetera since 2021. He previously worked at Avantax Investment Services, Inc. for 14 years and has operated Johnson Financial, LLC, an investment and tax preparation practice, since 2007. Outside of his advisory role, he manages a tax preparation service that handles personal, business, and nonprofit returns. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports various investment program structures, integrating affiliated and third-party managers, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

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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