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Gregory Ramsey

20 Years of Experience
Springfield, MO
Broker

Gregory Ramsey is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 20 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1445 East Republic Road, Springfield, MO, 65804

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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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Other Business Activities

Gregory is a shareholder in KPM CPAs, a public accounting firm, since 2002, dedicating nearly full-time hours. He is also a member of KPM Technology LLC and KPMT Investors LLC, and a member of KPM Wealth Advisors LLC, spending a few hours per week on investment advising.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2006 - Present · 20 yrs 4 mos
Cetera Financial Specialists LLCBroker
January 2006 - Present · 20 yrs 4 mos
State Registrations1 state
MO
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.
Gregory Ramsey - Financial Advisor | TrueAdvisor