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Gregory Elker

25 Years of Experience
Salem, OR
Broker

Gregory Elker is a registered investment advisor at Cetera Investment Advisers LLC, based in Salem, OR, with 25 years of industry experience. Gregory 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

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Gregory is a trustee for a family trust since 2014, dedicating minimal time. He is also a part owner of Koontz, Elker, and Associates, a financial services business, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2022 - Present · 3 yrs 10 mos
Cetera Financial Specialists LLCBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cuso Financial Services, L.P.
May 2008 - October 2022 · 14 yrs 5 mos
Cuso Financial Services, L.P.Broker
August 2006 - October 2022 · 16 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
February 2004 - July 2006 · 2 yrs 5 mos
PFS Investments INC.Broker
July 2000 - August 2003 · 3 yrs 1 mo
State Registrations12 states
AZCACOIDINKYNCNENVORRIWA
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.