Daniel Legner
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Legner is an investment adviser representative with Cetera Investment Advisers LLC in Shelby Township, MI, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Wells Fargo Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLC.Aug 2023 – Nov 2025Saginaw, MI
- Wildfire Credit UnionMar 2021 – Jun 2023Saginaw, MI
- Lake Huron Credit UnionJul 2020 – Mar 2021Saginaw, MI
- Chemical Bank (Aerotek)Jan 2020 – Jul 2020Midland, MI
- Skywest AirlinesApr 2019 – Jan 2021Freeland, MI
- Dow (Kelly Services)Oct 2018 – Nov 2018Midland, MI
- Wilson Ford LincolnApr 2018 – Oct 2018Saginaw, MI
- Charter CommunicationsDec 2015 – Mar 2018Saginaw, MI
- UnemployedNov 2018 – Apr 2019Saginaw, MI
- Independent BankJan 2026 – no end date reportedShelby Township, MI
- Cetera Investment Services, LLC.Jan 2026 – Sep 2026Saginaw, MI
- Cetera Investment Advisers, LLC.Jan 2026 – Sep 2026Saginaw, MI
- Northwood UniversityMay 2016 – Dec 2017Midland, MI
- Raymond James Financial Services, Inc.Sep 2026 – no end date reportedShelby Township, MI
- Raymond James Financial Services Advisors, Inc.Sep 2026 – no end date reportedShelby Township, MI
- IB Wealth ManagementJan 2026 – no end date reportedShelby Township, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Legner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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