GN
GN

Gary Nadolsky

20 Years of Experience
Brookfield, WI
BrokerSells Insurance

Gary Nadolsky is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, WI, with 20 years of industry experience. Gary 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
Loading...

Location

250 N Patrick Blvd Ste 100, Brookfield, WI, 53045

Get directions

History

Regulatory History
Clean regulatory record

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

Gary sells life insurance and annuities with various companies since 2017. He also works as a customer relationship manager for Benevest, Inc. and Benetrak, Inc., spending about a quarter of his time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
July 2017 - Present · 8 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2017 - June 2023 · 5 yrs 11 mos
Sii Investments, INC.
July 2012 - July 2017 · 5 yrs
Sii Investments, INC.Broker
July 2012 - July 2017 · 5 yrs
Tower Square Securities, INC.
February 2008 - July 2012 · 4 yrs 5 mos
Tower Square Securities, INC.Broker
February 2008 - July 2012 · 4 yrs 5 mos
Aig Retirement Advisors, INC.
July 2007 - January 2008 · 6 mos
Aig Retirement Advisors, INC.Broker
July 2007 - January 2008 · 6 mos
VALIC Financial Advisors, INC.
July 2007 - July 2007 · 0 mos
Wells Fargo Funds Management, LLC
January 2006 - January 2007 · 1 yr
Wells Fargo Funds Distributor, LLCBroker
April 2005 - January 2007 · 1 yr 9 mos
Strong Investments, INC.Broker
October 2004 - April 2005 · 6 mos
State Registrations4 states
IAINMDWI
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.
Gary Nadolsky - Financial Advisor | TrueAdvisor