Gregory Frentzen
Gregory Frentzen is a registered investment advisor at Cetera Investment Advisers LLC, based in Perkasie, PA, with 23 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
623 W Market St, Perkasie, PA, 18944
Get directionsHistory
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 owns Frentzen Financial Solutions LLC, a financial services business, dedicating about a quarter of his time to it. He also works as an insurance agent selling life insurance, fixed annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
Invest Financial CorporationBroker
Pfic Securities CorporationBroker
Ifmg Securities, INC.Broker
Ifmg Securities, INC.Broker
Wachovia Securities, LLCBroker
Commerce Capital Markets, INC.Broker
State Registrations6 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.