Gregory Zwick
Gregory Zwick is a registered investment advisor at Cetera Investment Advisers LLC, based in West Allis, WI, with 24 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
Firm Size
IM Fee
Assets Under Management
Location
10150 W National Ave Ste 325, West Allis, WI, 53227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating nearly full-time hours to this. He is also an agent, registered representative, and investment advisor representative for Central Financial Services, also nearly full-time. Gregory also teaches a retirement course a few hours per week and serves on an advisory board for a church endowment fund for minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
AXA Advisors, LLCBroker
State Registrations9 states
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