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Gerry Cieluch

Mutual of Omaha Investor Services, INC.
25 Years of Experience
Spartanburg, SC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gerry Cieluch is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Spartanburg, SC, with 25 years of industry experience. Gerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2992 Reidville Rd, Spartanburg, SC, 29301

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History

Regulatory History (1)
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Financial
February 2017
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
June 2015 - Present · 11 yrs 4 mos
Mutual of Omaha Investor Services, INC.Broker
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Questar Capital CorporationBroker
January 2011 - December 2012 · 1 yr 11 mos
Allstate Financial Services, LLCBroker
April 2007 - January 2011 · 3 yrs 9 mos
Mutual of Omaha Investor Services, INC.Broker
June 2003 - May 2007 · 3 yrs 11 mos
Nylife Securities INC.Broker
August 1999 - October 2001 · 2 yrs 2 mos
State Registrations3 states
FLSCWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Gerry Cieluch - Financial Advisor | TrueAdvisor