Paul Gregerson
Paul Gregerson is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 27 years of industry experience. Paul 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
Regulatory History (1)
Criminal
June 1991Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including insurance sales (equity indexed annuities, health insurance through Blue Cross/Blue Shield and Kaiser, and general insurance services through Avantax Insurance Agency LLC), tax preparation/accounting through Gregerson Tax Service, rental property ownership, and acting as a trustee for family trusts. Paul dedicates nearly full-time hours to tax preparation and accounting, and a few hours per week to the other activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations11 states
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.