Gregory Heldman
Gregory Heldman is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Indianapolis, IN, 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
130 East Epler Avenue, Suite A, Indianapolis, IN, 46227-1987
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is involved in several business activities, including computer consulting, real estate holding, oil well investments, and financial services. He dedicates nearly full-time hours to EHC Wealth Advisors, LLC and Ehlen Heldman & Co., P.C. for financial, investment, tax, and accounting services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
The Financial Junction
State Registrations15 states
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