Gary Ives Neumann
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Gineumann Tax & Accounting Services LLCJun 2021 to now
- Bgs Capital ManagementMay 2018 to now
- Botwinick & Company, LLC Cpa'sJan 2018 to now
- Cetera Investment Advisers LLCJun 2006 to now
- Cetera Financial Specialists LLCOct 2005 to now
- Lucas, Neumann & Associates, IncOct 1998 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390094
- Firm CRD
- 105644