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Laurence David Kachel

Cetera Investment Advisers LLC

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About Laurence David Kachel

Laurence Kachel is a financial advisor with over 30 years of experience in the financial services industry. Laurence has a wide range of experience, having worked with various firms including Sunamerica Securities, Inc., Wellington Investment Services Corp., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Laurence is currently a registered representative and investment advisor representative at Cetera Investment Advisers LLC, where he provides financial planning, portfolio management, and investment advice to individuals, families, and businesses. Laurence is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Laurence Kachel is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

16800 WEST GREENFIELD AVENUE

BROOKFIELD, WI 53005

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laurence Kachel’s Registration & Firm History

WI

04/26/2005 - Present

Cetera Investment Advisers LLC (BROOKFIELD WI)

AZ

11/02/1998 - 10/29/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

WI

06/17/1996 - 10/12/1998

WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)

IN

06/23/1995 - 06/14/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/23/1995 - 06/14/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

CA

07/15/1993 - 01/13/1995

FIRST AFFILIATED SECURITIES (LA JOLLA CA)

FL

09/06/1991 - 07/15/1993

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NA

10/28/1988 - 10/02/1991

XELAN SECURITIES CORPORATION

NA

09/12/1986 - 10/27/1988

WALL STREET DISCOUNTS, INC.

NA

02/24/1984 - 08/21/1984

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 3/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/23/1984

Series 3 - National Commodity Futures Examination

BC

Issued 2/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laurence David Kachel.
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