Gregory John Frentzen
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCJun 2022 to now
- Frentzen Financial Solutions LLCJun 2020 to now
- Securities America Advisors, Inc.Nov 2016 to Jun 2022
- Securities America, Inc.Nov 2016 to Jun 2022
- Cuso Financial Services, LPFeb 2012 to Nov 2016
- Trumark Financial Credit UnionFeb 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4434838
- Firm CRD
- 105644