Alan Michael Gnoinski
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Buffalo Bourdain LLC, dba the Gnocchi Co.Oct 2024 to now
- Office SubleaseNov 2018 to now
- Lincoln Sparrow Advisors, LLCMay 2013 to now
- Alan Gnoinski, Inc. dba Amg FinancialMar 2013 to now
- Rental PropertyJul 2005 to now
- Retirement Rescue WorkshopFeb 2005 to now
- Avantax Advisory ServicesOct 2023 to Sep 2025
- Avantax Insurance Agency, LLCOct 2023 to Sep 2025
- Avantax Investment Services Inc.Oct 2023 to Sep 2025
- Osaic Wealth, Inc.Sep 2023 to Oct 2023
- Sagepoint Financial, Inc.Nov 2018 to Sep 2023
- United Planners' Financial Services of America A Limited PartnerOct 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 4416094
- Firm CRD
- 105644