Gerry Cieluch
Gerry Cieluch is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Spartanburg, SC, with 24 years of industry experience. Gerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
2992 Reidville Rd, Spartanburg, SC, 29301
Get directionsHistory
Regulatory History (1)
Financial
February 2017Other Business ActivitiesSells Insurance
Gerry is an insurance agent since 2013, operating under Cieluch Insurance & Retirement Solutions, selling various insurance products and participating in the Mutual of Omaha Mortgage Lead Program. This takes about half of Gerry's time, with about a quarter of his time spent during securities trading. Gerry also owns rental property since 2023.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Questar Capital CorporationBroker
Allstate Financial Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
Nylife Securities INC.Broker
State Registrations3 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.