GW
ChFC
GW
ChFC

Gary Weinlein

19 Years of Experience
Schaumburg, IL
Broker

Gary Weinlein is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 19 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
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Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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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.

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Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2021 - September 2025 · 3 yrs 11 mos
Avantax Advisory Services
October 2021 - September 2025 · 3 yrs 11 mos
Ameriprise Financial Services, LLC
March 2020 - October 2021 · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
March 2020 - October 2021 · 1 yr 7 mos
Avantax Advisory Services
October 2019 - March 2020 · 5 mos
Avantax Investment Services, INC.Broker
October 2019 - March 2020 · 5 mos
1st Global Capital CORP.Broker
July 2015 - October 2019 · 4 yrs 3 mos
1st Global Advisors INC
July 2015 - October 2019 · 4 yrs 3 mos
1st Global Advisors INC
May 2012 - May 2014 · 2 yrs
1st Global Capital CORP.Broker
May 2012 - May 2014 · 2 yrs
Securian Financial Services, INC.
January 2012 - May 2012 · 4 mos
Securian Financial Services, INC.Broker
January 2012 - May 2012 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 2006 - December 2011 · 5 yrs
Metlife Securities INC.Broker
April 2005 - October 2006 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
April 2005 - October 2006 · 1 yr 6 mos
State Registrations2 states
NYTX
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 Weinlein - Financial Advisor | TrueAdvisor