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Gus Sharp

30 Years of Experience
Havre, MT
BrokerSells Insurance

Gus Sharp is a registered investment advisor at Cetera Investment Advisers LLC, based in Havre, MT, with 30 years of industry experience. Gus 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

108 1st St Ste 1, Havre, MT, 59501

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Gus is involved in several business activities, including ranching, commercial office rental, fixed insurance sales as an independent agent, and residential real estate. He also serves on the finance committee for his church and uses a DBA for insurance and securities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2003 - June 2021 · 17 yrs 9 mos
Voya Financial Advisors, INC.Broker
July 2003 - June 2021 · 17 yrs 11 mos
Waddell & Reed, INC.
June 1997 - July 2003 · 6 yrs 1 mo
Waddell & Reed, INC.Broker
June 1995 - July 2003 · 8 yrs 1 mo
State Registrations24 states
AKAZCACOFLGAIAIDILINLAMNMTNCNMOKORPASCSDTXUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.