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Gregory Jahnke

34 Years of Experience
Sutton, NE
1 DisclosureBrokerSells Insurance

Gregory Jahnke is a registered investment advisor at Cetera Investment Advisers LLC, based in Sutton, NE, with 34 years of industry experience. Gregory 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

Sutton, NE

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Denied
Other Business ActivitiesSells Insurance

Gregory works as an insurance agent selling life and long-term care insurance with various companies since 2012. This activity takes a full quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 1991 - Present · 34 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
State Registrations5 states
CACOMONETX
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.
Gregory Jahnke - Financial Advisor | TrueAdvisor