Gregorie Kvilhaug
Gregorie Kvilhaug is a registered investment advisor at Cetera Investment Advisers LLC, based in Worthington, MN, with 27 years of industry experience. Gregorie 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
909 Fourth Avenue, Worthington, MN, 56187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregorie rents acreage land, provides occasional consultation to an office equipment leasing company and a commercial real estate business, and works as a CPA tax manager. Gregorie is also the president of TDK Wealthcare, Inc., providing financial support services, and this takes about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations7 states
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