Milwaukee, WI 1433 North Water St St 400/500 Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

1433 North Water St, St 400/500

Milwaukee WI 53202

Advisors at this office

2

Advisors at this office

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Naryan L

Series 66

Milwaukee, WI

Cetera

Naryan Leazer is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Edward Jones and Minnesota Life Insurance Company. Outside of advising, he teaches business, management, and finance courses at Milwaukee Area Technical College and serves on the advisory board of the Greater Milwaukee Foundation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies across numerous program structures.

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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Carter A

Series 63, Series 65

Milwaukee, WI

Cetera

Carter Amundson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of Buena Tierra MKE Inc., a nonprofit focused on community engagement. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

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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