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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Buhr is an investment advisor representative with Cetera Investment Advisers LLC. Gerald has been in the securities industry since July 12, 1994. Gerald has a total of 22 state registrations and is currently registered with Iowa and Texas. In addition to the series 63 and 66 exams, Gerald also holds the series 7 and the SIE exams. Cetera Investment Advisers LLC provides financial planning, portfolio management, selection of other advisors, pension consulting, educational seminars, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IA
01/12/2023 - Present
Cetera Investment Advisers LLC (OELWEIN IA)
MN
11/20/1997 - 01/31/2002
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
08/20/1997 - 08/25/1997
OFFERMAN & COMPANY (MINNEAPOLIS MN)
MN
04/18/1994 - 08/20/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 10/6/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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