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Gregory Gissel

1 Year of Experience
Payette, ID
BrokerSells Insurance

Gregory Gissel is a registered investment advisor at Cetera Investment Advisers LLC, based in Payette, ID, with 1 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

34 S Main Street, Payette, ID, 83661

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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 ActivitiesSells Insurance

Gregory operates under the DBA Capital Financial Solutions, providing financial services, dedicating about 10-20% of his time. He also works as an insurance agent selling fixed insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
State Registrations3 states
IDORWA
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 Gissel - Financial Advisor | TrueAdvisor