Gerald Buhr
Gerald Buhr is a registered investment advisor at Cetera Investment Advisers LLC, based in Oelwein, IA, with 31 years of industry experience. Gerald 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
Firm Size
IM Fee
Assets Under Management
Location
7 E Charles Street, Oelwein, IA, 50662
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is a board member of Mercy Hospital Foundation, reviewing finances and acting on small requests, dedicating minimal time. He is also a service-only agent on Medicare supplements and fixed annuity policies with Iowa Bankers Assoc, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Granite Investment Services, INC.Broker
Offerman & CompanyBroker
Primevest Financial Services, INC.Broker
State Registrations23 states
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