GO
CFA
GO
CFA

Gary Orf

21 Years of Experience
St Louis, MO
Broker

Gary Orf is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary is on the advisory board for GEM Holdings LLC and co-owns GOJO Holdings LLC, a real estate business. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2019 - August 2023 · 4 yrs 2 mos
Securian Financial Services, INC.Broker
March 2011 - August 2023 · 12 yrs 5 mos
Gem Holdings LLC
October 2002 - December 2008 · 6 yrs 2 mos
Argent Capital Management LLC
June 2002 - November 2002 · 5 mos
State Registrations1 state
MO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gary Orf - Financial Advisor | TrueAdvisor